Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership650 shares
Latest Disclosed Value $ 241,638
Mascoma Wealth Management LLC reports 0.15% increase in ownership of TSLA / Tesla, Inc.

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 650 shares of Tesla, Inc. (CH:TSLA) valued at $241,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 649 shares of Tesla, Inc.. This represents a change in shares of 0.15% 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)
2026-04-30 2026-03-31 13F TESLA INC COM Stock 88160R101 650 1 0.15 242 -17.18 0.0499
2026-02-04 2025-12-31 13F TESLA INC COM Stock 88160R101 649 -66 -9.23 292 -8.20 0.0626
2025-10-28 2025-09-30 13F TESLA INC COM Stock 88160R101 715 -25 -3.38 318 34.89 0.0701
2025-07-22 2025-06-30 13F TESLA INC COM Stock 88160R101 740 37 5.26 235 29.12 0.0546
2025-04-24 2025-03-31 13F TESLA INC COM Stock 88160R101 703 -50 -6.64 182 -40.13 0.0454
2025-02-10 2024-12-31 13F TESLA INC COM Stock 88160R101 753 42 5.91 304 63.44 0.0764
2024-11-05 2024-09-30 13F TESLA INC COM Stock 88160R101 711 0 0.00 186 32.86 0.0463
2024-08-02 2024-06-30 13F TESLA INC COM Stock 88160R101 711 0 0.00 141 12.90 0.0373
2024-05-02 2024-03-31 13F TESLA INC COM Stock 88160R101 711 0 0.00 125 -29.55 0.0356
2024-01-24 2023-12-31 13F TESLA INC COM Stock 88160R101 711 -650 -47.76 177 -48.24 0.0531
2023-10-13 2023-09-30 13F TESLA INC COM Stock 88160R101 1,361 0 0.00 341 0.29 0.1065
2023-08-09 2023-06-30 13F TESLA INC COM Stock 88160R101 1,361 -424 -23.75 340 15.70 0.1042
2023-05-01 2023-03-31 13F TESLA INC COM Stock 88160R101 1,785 350 24.39 293 66.48 0.0858
2023-01-24 2022-12-31 13F/A-1 TESLA INC COM Stock 88160R101 1,435 315 28.12 177 -40.74 0.0561
2023-01-20 2022-12-31 13F TESLA INC COM Stock 88160R101 1,120 0 0 0.1028
2022-10-18 2022-09-30 13F TESLA INC COM Stock 88160R101 1,120 888 382.76 297 90.38 0.1028
2022-07-14 2022-06-30 13F TESLA INC COM Stock 88160R101 232 0 0.00 156 -37.60 0.0533
2022-04-25 2022-03-31 13F TESLA INC COM Stock 88160R101 232 105 82.68 250 86.57 0.0796
2022-01-21 2021-12-31 13F TESLA INC COM Stock 88160R101 127 -25 -16.45 134 13.56 0.0464
2021-10-06 2021-09-30 13F TESLA INC COM Stock 88160R101 152 152 118 0.0458
2021-07-06 2021-06-30 13F TESLA INC COM Stock 88160R101 0 -155 -100.00 0 -100.00
2021-04-26 2021-03-31 13F TESLA INC COM Stock 88160R101 155 155 104 0.0448
2018-11-08 2018-09-30 13F TESLA INC COM Stock 88160R101 0 -50 -100.00 0 -100.00
2018-08-13 2018-06-30 13F TESLA INC COM Stock 88160R101 50 0 0.00 17 30.77 0.0120
2018-04-24 2018-03-31 13F TESLA INC COM Stock 88160R101 50 0 0.00 13 -23.53 0.0086
2018-02-05 2017-12-31 13F TESLA INC COM Stock 88160R101 50 0 0.00 17 0.00 0.0105
2017-11-07 2017-09-30 13F TESLA INC COM Stock 88160R101 50 0 0.00 17 -5.56 0.0114
2017-07-13 2017-06-30 13F TESLA INC COM Stock 88160R101 50 40 400.00 18 500.00 0.0121
2017-04-18 2017-03-31 13F TESLA INC COM Stock 88160R101 10 0 0.00 3 50.00 0.0021
2017-01-30 2016-12-31 13F TESLA MTRS INC COM Stock 88160R101 10 10 2 0.0015
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.