Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership24,602 shares
Latest Disclosed Value $ 9,145,794
Sunbelt Securities, Inc. reports 2.28% increase in ownership of TSLA / Tesla, Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 24,602 shares of Tesla, Inc. (CH:TSLA) valued at $9,145,794 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 24,053 shares of Tesla, Inc.. This represents a change in shares of 2.28% 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)
2026-05-16 2026-03-31 13F TESLA INC COM Stock 88160R101 24,602 549 2.28 9,146 -15.46 0.5773
2026-02-20 2025-12-31 13F TESLA INC COM Stock 88160R101 24,053 1,183 5.17 10,817 6.36 0.7215
2025-11-19 2025-09-30 13F TESLA INC COM Stock 88160R101 22,870 -12,348 -35.06 10,171 -28.49 0.7023
2025-08-14 2025-06-30 13F TESLA INC COM Stock 88160R101 35,218 -668 -1.86 14,222 52.92 1.2555
2025-04-24 2025-03-31 13F CVS HEALTH CORP COM Stock 88160R101 35,886 668 1.90 9,300 -36.73 0.8305
2025-02-18 2024-12-31 13F TESLA INC COM Stock 88160R101 35,218 14,530 70.23 14,700 171.62 1.2952
2024-11-18 2024-09-30 13F TESLA INC COM Stock 88160R101 20,688 -366 -1.74 5,413 29.91 0.5308
2024-08-16 2024-06-30 13F TESLA INC COM Stock 88160R101 21,054 -1,956 -8.50 4,166 3.02 0.4262
2024-04-15 2024-03-31 13F TESLA INC COM Stock 88160R101 23,010 5,551 31.79 4,045 -6.78 0.4513
2024-02-15 2023-12-31 13F TESLA INC COM Stock 88160R101 17,459 744 4.45 4,338 3.73 0.5463
2023-12-11 2023-09-30 13F TESLA INC COM Stock 88160R101 16,715 2,630 18.67 4,182 13.43 0.5788
2023-08-16 2023-06-30 13F TESLA INC COM Stock 88160R101 14,085 -991 -6.57 3,687 25.24 0.5303
2023-05-17 2023-03-31 13F TESLA INC COM Stock 88160R101 15,076 3,643 31.86 2,944 109.09 0.4735
2023-02-08 2022-12-31 13F TESLA COM 88160R101 11,433 -818 -6.68 1,408 -56.68 0.2752
2022-11-21 2022-09-30 13F TESLA COM 88160R101 12,251 8,648 240.02 3,250 33.97 0.6871
2022-10-03 2022-06-30 13F TESLA COM 88160R101 3,603 930 34.79 2,426 -17.03 0.5131
2022-05-16 2022-03-31 13F TESLA COM 88160R101 2,673 97 3.77 2,924 23.12 0.5353
2022-02-14 2021-12-31 13F TESLA COM 88160R101 2,576 -510 -16.53 2,375 19.47 0.3858
2021-11-15 2021-09-30 13F TESLA COM 88160R101 3,086 0 0.00 1,988 0.00 0.3574
2021-07-29 2021-06-30 13F TESLA COM 88160R101 3,086 1,267 69.65 1,988 63.62 0.3578
2021-05-27 2021-03-31 13F TESLA COM 88160R101 1,819 -171 -8.59 1,215 -13.46 0.2393
2021-02-09 2020-12-31 13F TESLA COM 88160R101 1,990 107 5.68 1,404 73.33 0.2902
2020-11-17 2020-09-30 13F TESLA COM 88160R101 1,883 1,439 324.10 810 73.45 0.2252
2020-08-14 2020-06-30 13F TESLA COM 88160R101 444 -279 -38.59 467 14.74 0.1604
2020-05-15 2020-03-31 13F TESLA COM 88160R101 723 -284 -28.20 407 -3.33 0.0174
2020-02-26 2019-12-31 13F/A-1 TESLA COM 88160R101 1,007 -4,751 -82.51 421 -69.65 0.0443
2020-02-14 2019-12-31 13F TESLA COM 88160R101 1,007 -4,751 105 41.5404
2019-11-15 2019-09-30 13F TESLA COM 88160R101 5,758 5,758 1,387 0.1555
2017-05-05 2017-03-31 13F TESLA MTRS COM 88160R101 0 -106 -100.00 0 -100.00
2017-02-13 2016-12-31 13F TESLA MTRS COM 88160R101 106 106 0.00 23 0.0277
2016-11-14 2016-09-30 13F TESLA MTRS COM 88160R101 0 -123 -100.00 0 -100.00
2016-08-11 2016-06-30 13F TESLA MTRS COM 88160R101 123 -26 -17.45 26 -23.53 0.0274
2016-05-11 2016-03-31 13F TESLA MTRS COM 88160R101 149 0 0.00 34 -2.86 0.0398
2016-02-11 2015-12-31 13F TESLA MTRS COM 88160R101 149 0 0.00 36 -5.41 0.0401
2015-11-12 2015-09-30 13F TESLA MTRS COM 88160R101 149 0 0.00 37 -5.13 0.0392
2015-08-13 2015-06-30 13F TESLA MTRS COM 88160R101 149 16 12.03 40 56.00 0.0426
2015-05-19 2015-03-31 13F/A-1 TESLA MTRS COM 88160R101 133 133 25 0.0289
2015-05-14 2015-03-31 13F TESLA MTRS COM 88160R101 133 25
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.