Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionMy Purposeful Wealth Corp.
Latest Disclosed Ownership3,758 shares
Latest Disclosed Value $ 1,396,963
My Purposeful Wealth Corp. reports 26.92% increase in ownership of TSLA / Tesla, Inc.

On April 24, 2026 - My Purposeful Wealth Corp. filed a 13F-HR form disclosing ownership of 3,758 shares of Tesla, Inc. (CH:TSLA) valued at $1,396,963 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,961 shares of Tesla, Inc.. This represents a change in shares of 26.92% 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)
2026-04-24 2026-03-31 13F TESLA COM 88160R101 3,758 797 26.92 1,397 4.88 0.3130
2026-01-27 2025-12-31 13F TESLA COM 88160R101 2,961 20 0.68 1,332 1.76 0.3486
2025-10-22 2025-09-30 13F TESLA COM 88160R101 2,941 228 8.40 1,308 50.87 0.3905
2025-08-13 2025-06-30 13F TESLA COM 88160R101 2,713 652 31.64 868 62.36 0.3112
2025-05-02 2025-03-31 13F TESLA COM 88160R101 2,061 514 33.23 534 -14.42 0.2510
2025-02-04 2024-12-31 13F TESLA COM 88160R101 1,547 256 19.83 625 85.16 0.2828
2024-10-29 2024-09-30 13F TESLA COM 88160R101 1,291 235 22.25 338 62.02 0.1613
2024-08-01 2024-06-30 13F TESLA COM 88160R101 1,056 -295 -21.84 209 -12.24 0.1078
2024-04-30 2024-03-31 13F TESLA COM 88160R101 1,351 57 4.40 237 -26.17 0.1414
2024-02-06 2023-12-31 13F TESLA COM 88160R101 1,294 53 4.27 322 3.55 0.2236
2023-11-14 2023-09-30 13F TESLA COM 88160R101 1,241 8 0.65 311 -3.73 0.2492
2023-07-24 2023-06-30 13F TESLA COM 88160R101 1,233 32 2.66 323 29.32 0.2497
2023-04-27 2023-03-31 13F TESLA COM 88160R101 1,201 1,201 249 0.2089
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.