Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionInnova Wealth Partners
Latest Disclosed Ownership565 shares
Latest Disclosed Value $ 210,039
Innova Wealth Partners reports 16.67% decrease in ownership of TSLA / Tesla, Inc.

On April 24, 2026 - Innova Wealth Partners filed a 13F-HR form disclosing ownership of 565 shares of Tesla, Inc. (CH:TSLA) valued at $210,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 678 shares of Tesla, Inc.. This represents a change in shares of -16.67% 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)
2026-04-24 2026-03-31 13F TESLA COM 88160R101 565 -113 -16.67 210 -30.92 0.0994
2026-01-07 2025-12-31 13F TESLA COM 88160R101 678 5 0.74 305 1.67 0.1538
2025-12-02 2025-09-30 13F TESLA COM 88160R101 673 -75 -10.03 299 26.16 0.1616
2025-07-28 2025-06-30 13F TESLA COM 88160R101 748 -165 -18.07 238 0.42 0.1396
2025-05-06 2025-03-31 13F TESLA COM 88160R101 913 -114 -11.10 237 -43.00 0.1466
2025-01-08 2024-12-31 13F TESLA COM 88160R101 1,027 1,027 415 0.2613
2024-05-16 2024-03-31 13F TESLA COM 88160R101 0 -1,002 -100.00 0 -100.00
2024-02-08 2023-12-31 13F TESLA COM 88160R101 1,002 25 2.56 249 1.64 0.2144
2023-10-23 2023-09-30 13F TESLA COM 88160R101 977 70 7.72 244 2.95 0.2196
2023-07-13 2023-06-30 13F TESLA COM 88160R101 907 907 237 0.2022
2023-01-17 2022-12-31 13F TESLA COM 88160R101 0 -992 -100.00 0 -100.00
2022-10-18 2022-09-30 13F TESLA COM 88160R101 992 668 206.17 263 20.64 0.2399
2022-07-11 2022-06-30 13F TESLA COM 88160R101 324 33 11.34 218 -30.57 0.1835
2022-04-18 2022-03-31 13F TESLA COM 88160R101 291 0 0.00 314 1.95 0.2258
2022-01-13 2021-12-31 13F TESLA COM 88160R101 291 15 5.43 308 43.93 0.2178
2021-10-28 2021-09-30 13F TESLA COM 88160R101 276 276 214 0.1696
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.