Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionLaurel Wealth Advisors LLC
Latest Disclosed Ownership1,179 shares
Latest Disclosed Value $ 505,025
Laurel Wealth Advisors LLC reports 0.84% decrease in ownership of TSLA / Tesla, Inc.

On May 12, 2026 - Laurel Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 1,179 shares of Tesla, Inc. (CH:TSLA) valued at $505,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,189 shares of Tesla, Inc.. This represents a change in shares of -0.84% 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)
2026-05-12 2026-03-31 13F TESLA COM 88160R101 1,179 -10 -0.84 505 -5.43 0.0499
2026-01-30 2025-12-31 13F TESLA COM 88160R101 1,189 -5 -0.42 535 0.75 0.0707
2025-11-12 2025-09-30 13F TESLA COM 88160R101 1,194 0 0.00 531 39.84 0.0742
2025-11-24 2025-06-30 13F/A-1 TESLA COM 88160R101 1,194 33 2.84 379 26.33 0.0567
2025-08-12 2025-06-30 13F TESLA COM 88160R101 379,178 378,017 1 0.0171
2025-04-15 2025-03-31 13F TESLA COM 88160R101 1,161 -200 -14.70 301 -45.36 0.0471
2025-01-14 2024-12-31 13F TESLA COM 88160R101 1,361 0 0.00 549 54.65 0.0859
2024-11-05 2024-09-30 13F TESLA COM 88160R101 1,361 -100 -6.84 356 22.84 0.0567
2024-07-31 2024-06-30 13F TESLA COM 88160R101 1,461 150 11.44 289 25.65 0.0501
2024-05-13 2024-03-31 13F TESLA COM 88160R101 1,311 158 13.70 230 -19.58 0.0393
2024-02-13 2023-12-31 13F TESLA COM 88160R101 1,153 375 48.20 286 47.42 0.0543
2023-11-14 2023-09-30 13F TESLA COM 88160R101 778 0 0.00 195 -4.43 0.0412
2023-08-15 2023-06-30 13F TESLA COM 88160R101 778 -40 -4.89 204 20.12 0.0408
2023-05-08 2023-03-31 13F TESLA COM 88160R101 818 341 71.49 170 191.38 0.0358
2023-02-07 2022-12-31 13F TESLA COM 88160R101 477 -4 -0.83 59 -54.69 0.0133
2022-11-15 2022-09-30 13F TESLA COM 88160R101 481 330 218.54 128 25.49 0.0319
2022-08-12 2022-06-30 13F TESLA COM 88160R101 151 5 3.42 102 -35.03 0.0247
2022-05-02 2022-03-31 13F TESLA COM 88160R101 146 0 0.00 157 1.95 0.0330
2022-02-01 2021-12-31 13F TESLA COM 88160R101 146 0 0.00 154 36.28 0.0316
2021-11-12 2021-09-30 13F TESLA COM 88160R101 146 0 0.00 113 14.14 0.0250
2021-08-02 2021-06-30 13F TESLA COM 88160R101 146 -8 -5.19 99 -3.88 0.0214
2021-05-04 2021-03-31 13F TESLA COM 88160R101 154 6 4.05 103 -0.96 0.0250
2021-02-04 2020-12-31 13F TESLA COM 88160R101 148 8 5.71 104 73.33 0.0270
2020-11-10 2020-09-30 13F TESLA COM 88160R101 140 112 400.00 60 100.00 0.0186
2020-08-06 2020-06-30 13F TESLA COM 88160R101 28 0 0.00 30 100.00 0.0102
2020-04-30 2020-03-31 13F TESLA COM 88160R101 28 2 7.69 15 36.36 0.0059
2020-01-31 2019-12-31 13F TESLA COM 88160R101 26 0 0.00 11 83.33 0.0036
2019-11-13 2019-09-30 13F TESLA COM 88160R101 26 0 0.00 6 0.00 0.0021
2019-08-07 2019-06-30 13F TESLA COM 88160R101 26 1 4.00 6 -14.29 0.0022
2019-05-09 2019-03-31 13F TESLA COM 88160R101 25 0 0.00 7 -12.50 0.0027
2019-02-08 2018-12-31 13F TESLA COM 88160R101 25 25 8 0.0034
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.