Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionLloyd Advisory Services, LLC.
Latest Disclosed Ownership987 shares
Latest Disclosed Value $ 366,916
Lloyd Advisory Services, LLC. reports 142.51% increase in ownership of TSLA / Tesla, Inc.

On May 13, 2026 - Lloyd Advisory Services, LLC. filed a 13F-HR form disclosing ownership of 987 shares of Tesla, Inc. (CH:TSLA) valued at $366,916 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 407 shares of Tesla, Inc.. This represents a change in shares of 142.51% 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 987 580 142.51 367 100.00 0.1044
2026-02-06 2025-12-31 13F TESLA COM 88160R101 407 -137 -25.18 183 -24.07 0.0710
2025-10-30 2025-09-30 13F TESLA COM 88160R101 544 544 242 0.1139
2025-04-14 2025-03-31 13F TESLA COM 88160R101 0 -546 -100.00 0 -100.00
2025-02-03 2024-12-31 13F TESLA COM 88160R101 546 546 220 0.1045
2024-08-05 2024-06-30 13F TESLA COM 88160R101 0 -9,765 -100.00 0 -100.00
2024-04-12 2024-03-31 13F TESLA COM 88160R101 9,765 8,383 606.58 1,717 400.29 0.3662
2024-02-13 2023-12-31 13F TESLA COM 88160R101 1,382 -5,625 -80.28 343 -80.43 0.1627
2023-11-13 2023-09-30 13F TESLA COM 88160R101 7,007 7,007 1,753 0.5768
2022-08-15 2022-06-30 13F TESLA COM 88160R101 0 -163 -100.00 0 -100.00
2022-05-02 2022-03-31 13F TESLA COM 88160R101 163 131 409.38 176 417.65 0.0820
2022-01-26 2021-12-31 13F TESLA COM 88160R101 32 32 34 0.0157
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.