Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionFinancial Network Wealth Management LLC
Latest Disclosed Ownership898 shares
Latest Disclosed Value $ 333
Financial Network Wealth Management LLC reports 2.86% increase in ownership of TSLA / Tesla, Inc.

On May 12, 2026 - Financial Network Wealth Management LLC filed a 13F-HR form disclosing ownership of 898 shares of Tesla, Inc. (CH:TSLA) valued at $333 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 873 shares of Tesla, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F TESLA INC COM Common Stock 88160R101 898 25 2.86 0 0.1054
2026-02-12 2025-12-31 13F TESLA INC COM Stock 88160R101 873 0 0.00 0 0.1205
2025-11-14 2025-09-30 13F TESLA INC COM COM 88160R101 873 123 16.40 0 0.1198
2025-04-29 2025-03-31 13F TESLA COM 88160R101 750 0 0.00 0 0.0685
2025-02-11 2024-12-31 13F TESLA INC COM Stock 88160R101 750 750 0 0.1079
2024-05-09 2024-03-31 13F TESLA INC COM Stock 88160R101 0 -955 -100.00 0 0.0000
2024-01-10 2023-12-31 13F TESLA INC COM Stock 88160R101 955 0 0.00 0 0.1026
2023-11-02 2023-09-30 13F TESLA INC COM Stock 88160R101 955 0 0.00 0 0.1171
2023-07-31 2023-06-30 13F TESLA Stock 88160R101 955 955 0 0.1174
2023-02-10 2022-12-31 13F TESLA COM 88160R101 0 -1,064 -100.00 0 -100.00
2022-11-08 2022-09-30 13F TESLA COM 88160R101 1,064 721 210.20 282 22.08 0.1759
2022-08-09 2022-06-30 13F TESLA COM 88160R101 343 0 0.00 231 -37.57 0.1383
2022-05-09 2022-03-31 13F TESLA COM 88160R101 343 0 0.00 370 2.21 0.1930
2022-01-27 2021-12-31 13F TESLA COM 88160R101 343 0 0.00 362 36.09 0.1834
2021-11-12 2021-09-30 13F TESLA COM 88160R101 343 0 0.00 266 14.16 0.1521
2021-08-11 2021-06-30 13F TESLA COM 88160R101 343 0 0.00 233 1.75 0.1370
2021-05-13 2021-03-31 13F TESLA COM 88160R101 343 0 0.00 229 -5.37 0.1494
2021-02-12 2020-12-31 13F TESLA COM 88160R101 343 343 242 0.1897
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.