Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership6,264 shares
Latest Disclosed Value $ 2,328,983
TRUE Private Wealth Advisors reports 4.92% decrease in ownership of TSLA / Tesla, Inc.

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 6,264 shares of Tesla, Inc. (CH:TSLA) valued at $2,328,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,588 shares of Tesla, Inc.. This represents a change in shares of -4.92% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F TESLA COM 88160R101 6,264 -324 -4.92 2,329 -21.40 0.2220
2026-02-13 2025-12-31 13F TESLA COM 88160R101 6,588 264 4.17 2,963 5.33 0.2968
2025-11-14 2025-09-30 13F TESLA COM 88160R101 6,324 -141 -2.18 2,813 36.97 0.2870
2025-08-11 2025-06-30 13F TESLA COM 88160R101 6,465 174 2.77 2,054 25.95 0.2307
2025-05-15 2025-03-31 13F TESLA COM 88160R101 6,291 -92 -1.44 1,630 -36.75 0.1980
2025-02-13 2024-12-31 13F TESLA COM 88160R101 6,383 -57 -0.89 2,578 53.03 0.3129
2024-11-14 2024-09-30 13F TESLA COM 88160R101 6,440 -1,360 -17.44 1,685 9.14 0.2010
2024-07-16 2024-06-30 13F TESLA COM 88160R101 7,800 -1,216 -13.49 1,543 -2.59 0.1748
2024-04-25 2024-03-31 13F TESLA COM 88160R101 9,016 -1,202 -11.76 1,585 -37.61 0.1818
2024-01-30 2023-12-31 13F TESLA COM 88160R101 10,218 2,165 26.88 2,539 26.07 0.3214
2023-11-13 2023-09-30 13F TESLA COM 88160R101 8,053 -2,943 -26.76 2,015 -30.02 0.2798
2023-08-11 2023-06-30 13F TESLA COM 88160R101 10,996 -187 -1.67 2,878 24.05 0.4252
2023-05-11 2023-03-31 13F TESLA COM 88160R101 11,183 -24 -0.21 2,320 68.12 0.3433
2023-02-14 2022-12-31 13F TESLA COM 88160R101 11,207 -1,586 -12.40 1,380 -59.33 0.2126
2022-11-04 2022-09-30 13F TESLA INC COM COM 88160R101 12,793 8,258 182.09 3,393 11.14 0.5135
2022-07-28 2022-06-30 13F TESLA INC COM COM 88160R101 4,535 549 13.77 3,053 -19.59 0.4442
2022-05-09 2022-03-31 13F TESLA INC COM COM 88160R101 3,986 -110 -2.69 3,797 -12.27 0.5343
2022-02-11 2021-12-31 13F TESLA INC COM COM 88160R101 4,096 -1,343 -24.69 4,328 2.63 0.6159
2021-11-05 2021-09-30 13F Tesla Motors COM 88160R101 5,439 1 0.02 4,217 14.10 0.6137
2021-08-10 2021-06-30 13F Tesla Motors COM 88160R101 5,438 45 0.83 3,696 2.61 0.5491
2021-05-12 2021-03-31 13F Tesla Motors COM 88160R101 5,393 174 3.33 3,602 -2.17 0.5821
2021-01-11 2020-12-31 13F Tesla Motors COM 88160R101 5,219 382 7.90 3,682 77.45 0.6170
2020-10-09 2020-09-30 13F Tesla Motors COM 88160R101 4,837 3,907 420.11 2,075 106.67 0.3545
2020-07-07 2020-06-30 13F Tesla Motors COM 88160R101 930 0 0.00 1,004 106.16 0.1837
2020-04-20 2020-03-31 13F Tesla Motors COM 88160R101 930 130 16.25 487 45.81 0.1037
2020-01-27 2019-12-31 13F Tesla Motors COM 88160R101 800 800 -13.98 334 -31.42 0.0512
2019-10-09 2019-09-30 13F Tesla Motors COM 88160R101 0 -702 -100.00 0 -100.00
2019-08-01 2019-06-30 13F Tesla Motors COM 88160R101 702 702 156 0.0266
2019-04-25 2019-03-31 13F Tesla Motors COM 88160R101 0 -780 -100.00 0 -100.00
2019-01-14 2018-12-31 13F Tesla Motors COM 88160R101 780 -5,113 -86.76 259 -99.98 0.0457
2018-10-18 2018-09-30 13F Tesla Motors COM 88160R101 5,893 5,209 761.55 1,560,290 666,690.60 0.2196
2018-07-13 2018-06-30 13F Tesla Motors COM 88160R101 684 684 -88.39 234 -99.99 0.0367
2018-01-19 2017-12-31 13F Tesla Motors COM 88160R101 0 -634 -100.00 0 -100.00
2017-10-27 2017-09-30 13F Tesla Motors COM 88160R101 634 3 0.48 216 -5.26 0.0487
2017-08-07 2017-06-30 13F Tesla Motors COM 88160R101 631 631 228 0.0528
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.