Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionFiner Wealth Management, Inc.
Latest Disclosed Ownership6,994 shares
Latest Disclosed Value $ 2,600,204
Finer Wealth Management, Inc. reports 0.85% increase in ownership of TSLA / Tesla, Inc.

On May 12, 2026 - Finer Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 6,994 shares of Tesla, Inc. (CH:TSLA) valued at $2,600,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,935 shares of Tesla, Inc.. This represents a change in shares of 0.85% during the quarter.

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 COM 88160R101 6,994 59 0.85 2,600 -16.61 1.3040
2026-01-21 2025-12-31 13F TESLA COM 88160R101 6,935 819 13.39 3,119 14.67 1.5088
2025-11-04 2025-09-30 13F TESLA COM 88160R101 6,116 619 11.26 2,720 55.73 1.3552
2025-08-13 2025-06-30 13F TESLA COM 88160R101 5,497 607 12.41 1,746 37.81 0.9334
2025-05-13 2025-03-31 13F TESLA COM 88160R101 4,890 1,202 32.59 1,267 -14.91 0.7592
2025-02-13 2024-12-31 13F TESLA COM 88160R101 3,688 19 0.52 1,489 55.27 0.8536
2024-11-14 2024-09-30 13F TESLA COM 88160R101 3,669 -13 -0.35 960 31.73 0.5924
2024-08-13 2024-06-30 13F TESLA COM 88160R101 3,682 5 0.14 728 12.69 0.4700
2024-04-26 2024-03-31 13F TESLA COM 88160R101 3,677 24 0.66 646 -28.78 0.4244
2024-02-13 2023-12-31 13F TESLA COM 88160R101 3,653 29 0.80 908 0.11 0.6760
2023-11-14 2023-09-30 13F TESLA COM 88160R101 3,624 107 3.04 907 -1.52 0.7251
2023-08-14 2023-06-30 13F TESLA COM 88160R101 3,517 -57 -1.59 921 24.16 0.7195
2023-05-09 2023-03-31 13F TESLA COM 88160R101 3,574 47 1.33 741 70.74 0.6267
2023-02-13 2022-12-31 13F TESLA COM 88160R101 3,527 21 0.60 434 -53.33 0.4065
2022-11-14 2022-09-30 13F TESLA COM 88160R101 3,506 2,346 202.24 930 19.08 0.9153
2022-08-10 2022-06-30 13F TESLA COM 88160R101 1,160 19 1.67 781 -36.45 0.7125
2022-06-06 2022-03-31 13F TESLA COM 88160R101 1,141 4 0.35 1,229 2.25 1.0034
2022-06-01 2021-12-31 13F TESLA COM 88160R101 1,137 1,137 1,202 0.9976
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.