Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership1,857 shares
Latest Disclosed Value $ 690,340
Sheets Smith Wealth Management reports 1.92% increase in ownership of TSLA / Tesla, Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 1,857 shares of Tesla, Inc. (CH:TSLA) valued at $690,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,822 shares of Tesla, Inc.. This represents a change in shares of 1.92% 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)
2026-04-16 2026-03-31 13F TESLA COM 88160R101 1,857 35 1.92 690 -15.75 0.0777
2026-01-20 2025-12-31 13F TESLA COM 88160R101 1,822 184 11.23 819 12.50 0.0899
2025-10-16 2025-09-30 13F TESLA COM 88160R101 1,638 80 5.13 728 47.37 0.0824
2025-07-15 2025-06-30 13F TESLA COM 88160R101 1,558 18 1.17 495 23.81 0.0579
2025-04-23 2025-03-31 13F TESLA COM 88160R101 1,540 -16 -1.03 399 -36.46 0.0496
2025-01-17 2024-12-31 13F TESLA COM 88160R101 1,556 1 0.06 628 54.68 0.0767
2024-11-01 2024-09-30 13F TESLA COM 88160R101 1,555 0 0.00 407 32.25 0.0498
2024-07-30 2024-06-30 13F TESLA COM 88160R101 1,555 -4 -0.26 308 12.04 0.0368
2024-05-08 2024-03-31 13F TESLA COM 88160R101 1,559 -64 -3.94 274 -32.01 0.0307
2024-02-06 2023-12-31 13F TESLA COM 88160R101 1,623 -1 -0.06 403 -0.74 0.0574
2023-10-23 2023-09-30 13F TESLA COM 88160R101 1,624 0 0.00 406 -4.47 0.0619
2023-08-09 2023-06-30 13F TESLA COM 88160R101 1,624 0 0.00 425 26.49 0.0621
2023-05-26 2023-03-31 13F/A-1 TESLA COM 88160R101 1,624 1,624 337 0.0515
2023-05-12 2023-03-31 13F TESLA COM 88160R101 207 207 337 0.0516
2023-03-08 2022-12-31 13F TESLA COM 88160R101 0 -1,596 -100.00 0 -100.00
2022-11-01 2022-09-30 13F TESLA COM 88160R101 1,596 1,064 200.00 423 18.16 0.0706
2022-07-27 2022-06-30 13F TESLA COM 88160R101 532 1 0.19 358 -37.41 0.0589
2022-05-02 2022-03-31 13F TESLA COM 88160R101 531 -15 -2.75 572 -0.87 0.0789
2022-01-20 2021-12-31 13F TESLA COM 88160R101 546 0 0.00 577 36.41 0.0716
2021-10-15 2021-09-30 13F TESLA COM 88160R101 546 0 0.00 423 14.02 0.0574
2021-08-03 2021-06-30 13F TESLA COM 88160R101 546 -53 -8.85 371 -7.25 0.0500
2021-04-23 2021-03-31 13F TESLA COM 88160R101 599 -12 -1.96 400 -7.19 0.0588
2021-01-13 2020-12-31 13F TESLA COM 88160R101 611 26 4.44 431 71.71 0.0652
2020-10-26 2020-09-30 13F TESLA COM 88160R101 585 585 251 0.0437
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.