Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership731 shares
Latest Disclosed Value $ 271,749
Heritage Wealth Advisors reports 93.39% increase in ownership of TSLA / Tesla, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 731 shares of Tesla, Inc. (CH:TSLA) valued at $271,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 378 shares of Tesla, Inc.. This represents a change in shares of 93.39% 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 731 353 93.39 272 60.36 0.0106
2026-02-13 2025-12-31 13F Tesla COM 88160R101 378 38 11.18 170 11.92 0.0065
2025-11-13 2025-09-30 13F Tesla COM 88160R101 340 27 8.63 151 52.53 0.0066
2025-08-11 2025-06-30 13F Tesla COM 88160R101 313 0 0.00 99 22.22 0.0047
2025-05-08 2025-03-31 13F Tesla COM 88160R101 313 -44 -12.32 81 -43.75 0.0041
2025-02-12 2024-12-31 13F Tesla COM 88160R101 357 8 2.29 144 58.24 0.0071
2024-11-12 2024-09-30 13F Tesla COM 88160R101 349 42 13.68 91 51.67 0.0043
2024-12-12 2024-06-30 13F/A-1 Tesla COM 88160R101 307 -133 -30.23 61 -22.08 0.0027
2024-08-06 2024-06-30 13F Tesla COM 88160R101 307 -133 61 0.0027
2024-12-12 2024-03-31 13F/A-1 Tesla COM 88160R101 440 23 5.52 77 -25.24 0.0035
2024-05-08 2024-03-31 13F Tesla COM 88160R101 2,942 2,525 513 0.0235
2024-12-12 2023-12-31 13F/A-1 Tesla COM 88160R101 417 -15 -3.47 104 -4.63 0.0052
2024-02-12 2023-12-31 13F Tesla COM 88160R101 626 194 156 0.0077
2024-12-12 2023-09-30 13F/A-1 Tesla COM 88160R101 432 0 0.00 108 -4.42 0.0059
2023-11-09 2023-09-30 13F Tesla COM 88160R101 432 0 108 0.0059
2024-12-12 2023-06-30 13F/A-1 Tesla COM 88160R101 432 0 0.00 113 26.97 0.0060
2023-08-09 2023-06-30 13F Tesla COM 88160R101 432 0 113 0.0060
2023-05-04 2023-03-31 13F Tesla COM 88160R101 432 -42 -8.86 90 53.45 0.0050
2024-12-12 2022-12-31 13F/A-1 Tesla COM 88160R101 474 -471 -49.84 58 -76.80 0.0034
2023-02-07 2022-12-31 13F Tesla COM 88160R101 474 -471 58 0.0034
2024-12-12 2022-09-30 13F/A-1 Tesla COM 88160R101 945 630 200.00 251 0.0182
2022-11-10 2022-09-30 13F Tesla COM 88160R101 945 630 0 0.0182
2022-08-04 2022-06-30 13F Tesla COM 88160R101 315 -16 -4.83 0 0.0147
2022-05-11 2022-03-31 13F Tesla COM 88160R101 331 166 100.61 0 0.0198
2022-03-28 2021-12-31 13F/A-1 Tesla COM 88160R101 165 12 7.84 0 -100.00 0.0096
2022-02-02 2021-12-31 13F Tesla COM 88160R101 165 12 174 0.0096
2021-11-02 2021-09-30 13F Tesla COM 88160R101 153 0 0.00 119 14.56 0.0073
2021-08-09 2021-06-30 13F/A-1 Tesla COM 88160R101 153 0 0.00 104 0.98 0.0064
2021-07-27 2021-06-30 13F Tesla COM 88160R101 175 22 123 0.0077
2021-04-27 2021-03-31 13F Tesla COM 88160R101 153 -22 -12.57 102 -17.07 0.0062
2021-02-01 2020-12-31 13F Tesla COM 88160R101 175 -56 -24.24 123 24.24 0.0077
2020-11-03 2020-09-30 13F Tesla COM 88160R101 231 168 266.67 99 45.59 0.0128
2020-07-17 2020-06-30 13F/A-1 Tesla COM 88160R101 63 52 472.73 68 1,260.00 0.0095
2020-07-17 2020-06-30 13F Tesla COM 88160R101 381 370 68 9,515.8796
2020-05-05 2020-03-31 13F Tesla COM 88160R101 11 -48 -81.36 6 -79.17 0.0010
2020-02-04 2019-12-31 13F Tesla COM 88160R101 59 0 0.00 25 71.43 0.0033
2019-10-30 2019-09-30 13F Tesla COM 88160R101 59 0 0.00 14 7.69 0.0021
2019-08-05 2019-06-30 13F Tesla COM 88160R101 59 0 0.00 13 -18.75 0.0020
2019-05-06 2019-03-31 13F Tesla COM 88160R101 59 0 0.00 17 -15.79 0.0027
2019-01-26 2018-12-31 13F Tesla COM 88160R101 59 -2 -3.28 19 18.75 0.0037
2018-11-14 2018-09-30 13F Tesla Motors Inc Com Usd0.001 COM 88160R101 61 61 16 0.0031
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.