Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership14,101 shares
Latest Disclosed Value $ 5,242,144
Liberty Wealth Management Llc reports 5.11% decrease in ownership of TSLA / Tesla, Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 14,101 shares of Tesla, Inc. (CH:TSLA) valued at $5,242,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 14,861 shares of Tesla, Inc.. This represents a change in shares of -5.11% 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 14,101 -760 -5.11 5,242 -21.56 0.6549
2026-02-04 2025-12-31 13F TESLA COM 88160R101 14,861 -494 -3.22 6,683 -2.12 0.8627
2025-10-31 2025-09-30 13F TESLA COM 88160R101 15,355 -332 -2.12 6,829 37.03 0.9615
2025-08-01 2025-06-30 13F TESLA COM 88160R101 15,687 -5,376 -25.52 4,983 -8.70 0.7812
2025-05-12 2025-03-31 13F/A-1 TESLA COM 88160R101 21,063 -4,186 -16.58 5,459 -46.47 1.0443
2025-05-09 2025-03-31 13F TESLA COM 88160R101 336,018 310,769 5,144 0.9425
2025-02-10 2024-12-31 13F TESLA COM 88160R101 25,249 7,371 41.23 10,197 117.96 1.6997
2024-11-04 2024-09-30 13F TESLA COM 88160R101 17,878 -7,412 -29.31 4,678 155,833.33 0.7948
2024-08-07 2024-06-30 13F TESLA COM 88160R101 25,290 7,224 39.99 4 0.00 0.6863
2024-05-03 2024-03-31 13F TESLA COM 88160R101 18,066 -182 -1.00 3 -25.00 0.6198
2024-02-09 2023-12-31 13F TESLA COM 88160R101 18,248 91 0.50 5 0.00 0.9721
2023-11-13 2023-09-30 13F TESLA COM 88160R101 18,157 -170 -0.93 5 -99.92 1.1308
2023-08-10 2023-06-30 13F TESLA COM 88160R101 18,327 -212 -1.14 4,797 24.73 1.1853
2023-05-03 2023-03-31 13F TESLA COM 88160R101 18,539 591 3.29 3,846 -19.20 0.7937
2022-11-15 2022-09-30 13F TESLA COM 88160R101 17,948 12,093 206.54 4,760 20.75 1.2695
2022-08-15 2022-06-30 13F TESLA COM 88160R101 5,855 1,404 31.54 3,942 -17.81 1.5990
2022-05-09 2022-03-31 13F TESLA COM 88160R101 4,451 -36 -0.80 4,796 1.14 1.7309
2022-02-15 2021-12-31 13F TESLA COM 88160R101 4,487 -97 -2.12 4,742 33.28 0.2058
2021-11-15 2021-09-30 13F TESLA COM 88160R101 4,584 141 3.17 3,558 17.81 1.2692
2021-08-13 2021-06-30 13F/A-1 TESLA COM 88160R101 4,443 292 7.03 3,020 -13.37 1.1742
2021-08-13 2021-06-30 13F TESLA COM 88160R101 3,020,119 3,015,968 4,443 0.1355
2021-05-17 2021-03-31 13F TESLA INC COM COM 88160R101 4,151 0 0.00 3,486 0.00 1.7024
2021-02-09 2020-12-31 13F TESLA INC COM COM 88160R101 4,151 -86 -2.03 3,486 91.75 1.7060
2020-11-05 2020-09-30 13F TESLA INC COM COM 88160R101 4,237 3,393 402.01 1,818 99.56 1.0717
2020-08-04 2020-06-30 13F TESLA INC COM COM 88160R101 844 -303 -26.42 911 51.58 0.6410
2020-04-27 2020-03-31 13F TESLA INC COM COM 88160R101 1,147 -3 -0.26 601 24.95 0.5250
2020-02-05 2019-12-31 13F TESLA INC COM COM 88160R101 1,150 -93 -7.48 481 60.87 0.3790
2019-10-30 2019-09-30 13F TESLA INC COM COM 88160R101 1,243 250 25.18 299 34.68 0.2829
2019-07-30 2019-06-30 13F TESLA INC COM COM 88160R101 993 15 1.53 222 -18.68 0.1947
2019-04-18 2019-03-31 13F TESLA INC COM COM 88160R101 978 100 11.39 273 -6.51 0.2056
2019-03-26 2018-12-31 13F TESLA INC COM COM 88160R101 878 878 292 0.2178
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.