Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionViawealth, Llc
Latest Disclosed Ownership4,056 shares
Latest Disclosed Value $ 1,507,818
Viawealth, Llc ownership in TSLA / Tesla, Inc.

On May 11, 2026 - Viawealth, Llc filed a 13F-HR form disclosing ownership of 4,056 shares of Tesla, Inc. (CH:TSLA) valued at $1,507,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,056 shares of Tesla, Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F TESLA COM 88160R101 4,056 0 0.00 1,508 -17.38 0.8393
2026-02-10 2025-12-31 13F TESLA COM 88160R101 4,056 -132 -3.15 1,824 -2.04 1.0259
2025-11-12 2025-09-30 13F TESLA COM 88160R101 4,188 264 6.73 1,862 49.44 1.0173
2025-08-12 2025-06-30 13F TESLA COM 88160R101 3,924 488 14.20 1,246 40.00 0.7369
2025-05-07 2025-03-31 13F TESLA COM 88160R101 3,436 -87 -2.47 890 -37.41 0.5497
2025-02-11 2024-12-31 13F TESLA COM 88160R101 3,523 -903 -20.40 1,423 22.90 0.8590
2024-11-13 2024-09-30 13F TESLA COM 88160R101 4,426 -1,032 -18.91 1,158 7.13 0.6749
2024-08-12 2024-06-30 13F TESLA COM 88160R101 5,458 -105 -1.89 1,080 10.54 0.6700
2024-05-10 2024-03-31 13F TESLA COM 88160R101 5,563 24 0.43 978 -29.00 0.6115
2024-02-12 2023-12-31 13F TESLA COM 88160R101 5,539 105 1.93 1,376 1.25 0.9461
2023-11-13 2023-09-30 13F TESLA COM 88160R101 5,434 -481 -8.13 1,360 -12.21 0.9984
2023-08-10 2023-06-30 13F TESLA COM 88160R101 5,915 28 0.48 1,548 26.78 1.1550
2023-05-12 2023-03-31 13F TESLA COM 88160R101 5,887 2 0.03 1,221 73.44 0.9675
2023-02-13 2022-12-31 13F TESLA COM 88160R101 5,885 5,885 705 0.5799
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.