Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionKeystone Wealth Services, LLC
Latest Disclosed Ownership7,004 shares
Latest Disclosed Value $ 2,603,665
Keystone Wealth Services, LLC reports 10.15% decrease in ownership of TSLA / Tesla, Inc.

On May 13, 2026 - Keystone Wealth Services, LLC filed a 13F-HR form disclosing ownership of 7,004 shares of Tesla, Inc. (CH:TSLA) valued at $2,603,665 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,795 shares of Tesla, Inc.. This represents a change in shares of -10.15% 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 7,004 -791 -10.15 2,604 -25.73 0.5567
2026-01-26 2025-12-31 13F TESLA COM 88160R101 7,795 -151 -1.90 3,505 -0.79 0.7386
2025-10-22 2025-09-30 13F TESLA COM 88160R101 7,946 148 1.90 3,534 42.63 0.7709
2025-07-09 2025-06-30 13F TESLA COM 88160R101 7,798 888 12.85 2,477 38.38 0.5974
2025-04-17 2025-03-31 13F TESLA COM 88160R101 6,910 184 2.74 1,791 -34.09 0.4848
2025-02-06 2024-12-31 13F TESLA COM 88160R101 6,726 159 2.42 2,716 58.09 0.7191
2024-10-15 2024-09-30 13F TESLA COM 88160R101 6,567 574 9.58 1,718 44.98 0.4752
2024-07-12 2024-06-30 13F TESLA COM 88160R101 5,993 49 0.82 1,186 13.51 0.3690
2024-04-12 2024-03-31 13F TESLA COM 88160R101 5,944 516 9.51 1,045 -22.55 0.3396
2024-01-17 2023-12-31 13F TESLA COM 88160R101 5,428 1,052 24.04 1,349 23.22 0.4623
2023-10-05 2023-09-30 13F TESLA COM 88160R101 4,376 484 12.44 1,095 7.47 0.4159
2023-07-20 2023-06-30 13F TESLA COM 88160R101 3,892 -67 -1.69 1,019 24.00 0.3807
2023-04-07 2023-03-31 13F TESLA COM 88160R101 3,959 327 9.00 821 83.67 0.3360
2023-02-10 2022-12-31 13F TESLA COM 88160R101 3,632 -119 -3.17 447 -55.08 0.1951
2022-11-01 2022-09-30 13F TESLA COM 88160R101 3,751 2,566 216.54 995 24.69 0.4698
2022-07-13 2022-06-30 13F TESLA COM 88160R101 1,185 113 10.54 798 -30.91 0.3570
2022-04-21 2022-03-31 13F TESLA COM 88160R101 1,072 -5 -0.46 1,155 1.49 0.4580
2022-02-14 2021-12-31 13F TESLA COM 88160R101 1,077 1,077 1,138 0.4618
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.