Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership12,489 shares
Latest Disclosed Value $ 4,642,786
MONECO Advisors, LLC reports 1.14% decrease in ownership of TSLA / Tesla, Inc.

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 12,489 shares of Tesla, Inc. (CH:TSLA) valued at $4,642,786 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 12,633 shares of Tesla, Inc.. This represents a change in shares of -1.14% 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)
2026-05-07 2026-03-31 13F TESLA COM 88160R101 12,489 -144 -1.14 4,643 -18.29 0.3601
2026-02-04 2025-12-31 13F TESLA COM 88160R101 12,633 778 6.56 5,681 7.76 0.4510
2025-11-05 2025-09-30 13F TESLA COM 88160R101 11,855 499 4.39 5,272 46.16 0.4401
2025-08-13 2025-06-30 13F TESLA COM 88160R101 11,356 -650 -5.41 3,607 15.94 0.3357
2025-08-15 2025-03-31 13F/A-1 TESLA COM 88160R101 12,006 61 0.51 3,111 -35.50 0.3222
2025-05-08 2025-03-31 13F TESLA COM 88160R101 12,164 163 3,152 0.3242
2025-08-15 2024-12-31 13F/A-1 TESLA COM 88160R101 11,945 -834 -6.53 4,824 44.27 0.5090
2025-02-04 2024-12-31 13F TESLA COM 88160R101 12,001 -778 4,846 0.5110
2024-10-25 2024-09-30 13F TESLA COM 88160R101 12,779 -629 -4.69 3,343 26.01 0.4161
2024-07-19 2024-06-30 13F TESLA COM 88160R101 13,408 527 4.09 2,653 17.18 0.3899
2024-07-19 2024-03-31 13F/A-1 TESLA COM 88160R101 12,881 3,849 42.62 2,264 0.89 0.3595
2024-04-25 2024-03-31 13F TESLA COM 88160R101 12,731 3,699 2,238 0.3623
2024-03-13 2023-12-31 13F/A-1 TESLA COM 88160R101 9,032 244 2.78 2,244 2.09 0.4277
2024-02-05 2023-12-31 13F TESLA COM 88160R101 8,938 244 2,221 0.4231
2024-03-13 2023-09-30 13F/A-1 TESLA COM 88160R101 8,788 -307 -3.38 2,199 -7.65 0.5966
2023-11-06 2023-09-30 13F TESLA COM 88160R101 8,694 -307 2,175 0.6057
2024-03-13 2023-06-30 13F/A-1 TESLA COM 88160R101 9,095 79 0.88 2,381 27.27 0.6479
2023-08-03 2023-06-30 13F TESLA COM 88160R101 9,001 -15 2,356 0.6467
2023-05-12 2023-03-31 13F TESLA COM 88160R101 9,016 452 5.28 1,870 77.42 0.5501
2023-01-30 2022-12-31 13F TESLA COM 88160R101 8,564 300 3.63 1,055 -51.92 0.3812
2022-11-02 2022-09-30 13F TESLA COM 88160R101 8,264 5,497 198.66 2,192 17.66 0.8771
2022-08-10 2022-06-30 13F TESLA COM 88160R101 2,767 593 27.28 1,863 -20.49 0.7231
2022-05-09 2022-03-31 13F TESLA COM 88160R101 2,174 58 2.74 2,343 24.23 0.8607
2022-02-08 2021-12-31 13F TESLA COM 88160R101 2,116 32 1.54 1,886 16.71 0.7086
2021-11-03 2021-09-30 13F TESLA COM 88160R101 2,084 -5 -0.24 1,616 13.80 0.6376
2021-08-10 2021-06-30 13F TESLA COM 88160R101 2,089 43 2.10 1,420 3.88 0.6535
2021-05-17 2021-03-31 13F TESLA COM 88160R101 2,046 -43 -2.06 1,367 -23.42 0.6644
2021-01-22 2020-12-31 13F TESLA COM 88160R101 2,089 46 2.25 1,785 103.77 0.9851
2020-10-20 2020-09-30 13F TESLA COM 88160R101 2,043 1,799 737.30 876 233.08 0.5583
2020-07-31 2020-06-30 13F TESLA COM 88160R101 244 244 263 0.2059
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.