Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionGoepper Burkhardt LLC
Latest Disclosed Ownership1,878 shares
Latest Disclosed Value $ 698,147
Goepper Burkhardt LLC reports 4.33% increase in ownership of TSLA / Tesla, Inc.

On May 13, 2026 - Goepper Burkhardt LLC filed a 13F-HR form disclosing ownership of 1,878 shares of Tesla, Inc. (CH:TSLA) valued at $698,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,800 shares of Tesla, Inc.. This represents a change in shares of 4.33% 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)
2026-05-13 2026-03-31 13F TESLA COM 88160R101 1,878 78 4.33 698 -13.72 0.2333
2026-02-09 2025-12-31 13F TESLA COM 88160R101 1,800 0 0.00 809 1.13 0.2638
2025-11-14 2025-09-30 13F TESLA COM 88160R101 1,800 0 0.00 800 40.11 0.2728
2025-08-12 2025-06-30 13F TESLA COM 88160R101 1,800 25 1.41 572 24.13 0.2106
2025-05-06 2025-03-31 13F TESLA COM 88160R101 1,775 80 4.72 460 -32.75 0.1839
2025-02-12 2024-12-31 13F TESLA COM 88160R101 1,695 0 0.00 685 54.40 0.2780
2024-11-12 2024-09-30 13F TESLA COM 88160R101 1,695 25 1.50 443 34.24 0.1829
2024-08-13 2024-06-30 13F TESLA COM 88160R101 1,670 20 1.21 330 19.13 0.1496
2024-05-13 2024-03-31 13F TESLA COM 88160R101 1,650 -120 -6.78 278 -19.01 0.1294
2024-02-12 2023-12-31 13F TESLA COM 88160R101 1,770 21 1.20 343 -21.74 0.1705
2023-11-13 2023-09-30 13F TESLA COM 88160R101 1,749 -5 -0.29 438 -4.79 0.2670
2023-08-16 2023-06-30 13F TESLA COM 88160R101 1,754 0 0.00 459 26.45 0.2771
2023-05-12 2023-03-31 13F TESLA COM 88160R101 1,754 18 1.04 364 70.42 0.2381
2023-02-15 2022-12-31 13F TESLA COM 88160R101 1,736 0 0.00 214 -53.70 0.1497
2022-11-14 2022-09-30 13F TESLA COM 88160R101 1,736 1,181 212.79 460 22.99 0.3421
2022-08-26 2022-06-30 13F/A-1 TESLA COM 88160R101 555 -5 -0.89 374 -37.98 0.2635
2022-07-25 2022-06-30 13F TESLA COM 88160R101 560 0 603 0.3660
2022-04-22 2022-03-31 13F/A-1 TESLA COM 88160R101 560 0 0.00 603 1.86 0.3660
2022-04-21 2022-03-31 13F TESLA COM 88160R101 560 0 592 0.3522
2022-01-21 2021-12-31 13F TESLA COM 88160R101 560 0 0.00 592 36.41 0.3517
2021-10-28 2021-09-30 13F TESLA COM 88160R101 560 0 0.00 434 13.91 0.2767
2021-07-28 2021-06-30 13F TESLA COM 88160R101 560 50 9.80 381 11.73 0.2406
2021-05-11 2021-03-31 13F TESLA COM 88160R101 510 10 2.00 341 -3.40 0.2318
2021-02-08 2020-12-31 13F TESLA COM 88160R101 500 500 353 0.2561
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.