Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionInstrumental Wealth, Llc
Latest Disclosed Ownership1,706 shares
Latest Disclosed Value $ 634,206
Instrumental Wealth, Llc reports 2.90% increase in ownership of TSLA / Tesla, Inc.

On April 21, 2026 - Instrumental Wealth, Llc filed a 13F-HR form disclosing ownership of 1,706 shares of Tesla, Inc. (CH:TSLA) valued at $634,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 27, 2026 disclosing 1,658 shares of Tesla, Inc.. This represents a change in shares of 2.90% 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)
2026-04-21 2026-03-31 13F TESLA COM 88160R101 1,706 48 2.90 634 -6.35 0.3899
2026-02-27 2025-12-31 13F TESLA COM 88160R101 1,658 42 2.60 677 -4.78 0.4062
2025-10-31 2025-09-30 13F TESLA COM 88160R101 1,616 199 14.04 711 61.59 0.4989
2025-07-16 2025-06-30 13F TESLA COM 88160R101 1,417 49 3.58 440 13.11 0.3501
2025-04-28 2025-03-31 13F TESLA COM 88160R101 1,368 312 29.55 390 9.27 0.3532
2025-02-24 2024-12-31 13F TESLA COM 88160R101 1,056 91 9.43 357 68.72 0.3375
2024-10-15 2024-09-30 13F TESLA COM 88160R101 965 965 211 0.2062
2024-05-29 2024-03-31 13F TESLA COM 88160R101 0 -1,043 -100.00 0 -100.00
2024-01-25 2023-12-31 13F TESLA COM 88160R101 1,043 20 1.96 217 -16.92 0.2342
2023-10-18 2023-09-30 13F TESLA COM 88160R101 1,023 154 17.72 261 10.17 0.3044
2023-07-13 2023-06-30 13F TESLA COM 88160R101 869 869 236 0.2841
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.