Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionHHM Wealth Advisors, LLC
Latest Disclosed Ownership5,853 shares
Latest Disclosed Value $ 2,175,853
HHM Wealth Advisors, LLC reports 3.54% decrease in ownership of TSLA / Tesla, Inc.

On April 17, 2026 - HHM Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,853 shares of Tesla, Inc. (CH:TSLA) valued at $2,175,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,068 shares of Tesla, Inc.. This represents a change in shares of -3.54% 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)
2026-04-17 2026-03-31 13F TESLA COM 88160R101 5,853 -215 -3.54 2,176 -20.27 0.1499
2026-01-22 2025-12-31 13F TESLA COM 88160R101 6,068 -658 -9.78 2,729 -8.79 0.3212
2025-10-29 2025-09-30 13F TESLA COM 88160R101 6,726 213 3.27 2,991 44.63 0.3460
2025-08-11 2025-06-30 13F TESLA COM 88160R101 6,513 1,238 23.47 2,069 51.28 0.2459
2025-05-08 2025-03-31 13F TESLA COM 88160R101 5,275 55 1.05 1,367 -35.15 0.1840
2025-01-24 2024-12-31 13F TESLA COM 88160R101 5,220 952 22.31 2,108 88.89 0.2867
2024-11-12 2024-09-30 13F TESLA COM 88160R101 4,268 7 0.16 1,117 32.38 0.1584
2024-08-07 2024-06-30 13F TESLA COM 88160R101 4,261 1,041 32.33 843 48.94 0.1269
2024-05-14 2024-03-31 13F TESLA COM 88160R101 3,220 51 1.61 566 -28.08 0.0932
2024-02-05 2023-12-31 13F TESLA COM 88160R101 3,169 10 0.32 787 -0.38 0.1370
2023-11-03 2023-09-30 13F TESLA COM 88160R101 3,159 -30 -0.94 790 -5.28 0.1544
2023-08-14 2023-06-30 13F TESLA COM 88160R101 3,189 1,678 111.05 835 166.45 0.1565
2023-05-02 2023-03-31 13F TESLA COM 88160R101 1,511 369 32.31 313 123.57 0.0640
2023-01-19 2022-12-31 13F TESLA COM 88160R101 1,142 69 6.43 141 -50.88 0.0322
2022-11-04 2022-09-30 13F TESLA COM 88160R101 1,073 719 203.11 285 19.75 0.0749
2022-08-08 2022-06-30 13F TESLA COM 88160R101 354 37 11.67 238 -30.41 0.0610
2022-04-27 2022-03-31 13F TESLA COM 88160R101 317 1 0.32 342 2.40 0.0799
2022-02-03 2021-12-31 13F TESLA COM 88160R101 316 78 32.77 334 80.54 0.0806
2021-11-02 2021-09-30 13F TESLA COM 88160R101 238 -150 -38.66 185 -29.92 0.0503
2021-07-27 2021-06-30 13F TESLA COM 88160R101 388 7 1.84 264 3.94 0.0718
2021-04-23 2021-03-31 13F TESLA COM 88160R101 381 -19 -4.75 254 -9.93 0.0786
2021-01-28 2020-12-31 13F TESLA COM 88160R101 400 -30 -6.98 282 53.26 0.0969
2020-11-12 2020-09-30 13F TESLA COM 88160R101 430 419 3,809.09 184 1,433.33 0.0736
2020-08-13 2020-06-30 13F TESLA COM 88160R101 11 0 0.00 12 100.00 0.0050
2020-05-12 2020-03-31 13F TESLA COM 88160R101 11 11 6 0.0029
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.