Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership12,214 shares
Latest Disclosed Value $ 4,540,464
Personal Cfo Solutions, Llc reports 23.52% increase in ownership of TSLA / Tesla, Inc.

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 12,214 shares of Tesla, Inc. (CH:TSLA) valued at $4,540,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 9,888 shares of Tesla, Inc.. This represents a change in shares of 23.52% 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 COM 88160R101 12,214 2,326 23.52 4,540 2.11 0.6378
2026-01-22 2025-12-31 13F TESLA COM 88160R101 9,888 44 0.45 4,447 1.58 0.7060
2025-11-10 2025-09-30 13F TESLA COM 88160R101 9,844 542 5.83 4,378 48.17 0.7682
2025-08-12 2025-06-30 13F TESLA COM 88160R101 9,302 -3,084 -24.90 2,955 -7.95 0.5467
2025-04-30 2025-03-31 13F TESLA COM 88160R101 12,386 1,937 18.54 3,210 -23.94 0.6517
2025-02-07 2024-12-31 13F TESLA COM 88160R101 10,449 -6,811 -39.46 4,220 -6.56 0.8304
2024-11-14 2024-09-30 13F TESLA COM 88160R101 17,260 406 2.41 4,516 35.38 0.6309
2024-08-09 2024-06-30 13F TESLA COM 88160R101 16,854 -2 -0.01 3,335 12.55 0.5124
2024-05-13 2024-03-31 13F TESLA COM 88160R101 16,856 -261 -1.52 2,963 -30.33 0.4624
2024-02-13 2023-12-31 13F TESLA COM 88160R101 17,117 7,201 72.62 4,253 71.42 0.7364
2023-11-13 2023-09-30 13F TESLA COM 88160R101 9,916 815 8.96 2,481 4.16 0.4904
2023-08-10 2023-06-30 13F TESLA COM 88160R101 9,101 414 4.77 2,382 32.19 0.4835
2023-05-09 2023-03-31 13F TESLA COM 88160R101 8,687 398 4.80 1,802 76.32 0.3722
2023-02-14 2022-12-31 13F TESLA COM 88160R101 8,289 -556 -6.29 1,023 -56.44 0.2165
2022-11-01 2022-09-30 13F TESLA COM 88160R101 8,845 6,191 233.27 2,346 31.28 0.5892
2022-08-05 2022-06-30 13F TESLA COM 88160R101 2,654 136 5.40 1,787 -34.16 0.4191
2022-05-02 2022-03-31 13F TESLA COM 88160R101 2,518 37 1.49 2,714 3.51 0.5352
2022-02-11 2021-12-31 13F TESLA COM 88160R101 2,481 36 1.47 2,622 38.29 0.4908
2021-11-18 2021-09-30 13F TESLA COM 88160R101 2,445 78 3.30 1,896 17.84 0.3885
2021-07-22 2021-06-30 13F TESLA COM 88160R101 2,367 108 4.78 1,609 6.63 0.3295
2021-04-21 2021-03-31 13F TESLA COM 88160R101 2,259 -812 -26.44 1,509 -30.36 0.3262
2021-02-09 2020-12-31 13F TESLA COM 88160R101 3,071 362 13.36 2,167 216,600.00 0.5363
2020-11-02 2020-09-30 13F TESLA COM 88160R101 2,709 2,709 1 0.3333
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.