Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership25,887 shares
Latest Disclosed Value $ 9,623,380
Visionary Wealth Advisors ownership in TSLA / Tesla, Inc.

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 25,887 shares of Tesla, Inc. (CH:TSLA) valued at $9,623,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,887 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)
2026-05-13 2026-03-31 13F TESLA COM 88160R101 25,887 0 0.00 9,623 -17.34 0.4257
2026-02-13 2025-12-31 13F TESLA COM 88160R101 25,887 -609 -2.30 11,642 -1.21 0.5245
2025-11-13 2025-09-30 13F TESLA COM 88160R101 26,496 -492 -1.82 11,783 37.46 0.5496
2025-08-14 2025-06-30 13F TESLA COM 88160R101 26,988 3,480 14.80 8,573 40.71 0.4379
2025-05-14 2025-03-31 13F TESLA COM 88160R101 23,508 2,515 11.98 6,092 -28.13 0.3657
2025-02-14 2024-12-31 13F TESLA COM 88160R101 20,993 -1,238 -5.57 8,478 45.75 0.4971
2024-11-12 2024-09-30 13F TESLA COM 88160R101 22,231 -840 -3.64 5,816 27.40 0.3539
2024-08-13 2024-06-30 13F TESLA COM 88160R101 23,071 733 3.28 4,565 16.28 0.2984
2024-05-15 2024-03-31 13F TESLA COM 88160R101 22,338 453 2.07 3,927 -27.79 0.2651
2024-02-14 2023-12-31 13F TESLA COM 88160R101 21,885 11,093 102.79 5,438 101.37 0.3996
2023-11-13 2023-09-30 13F TESLA COM 88160R101 10,792 1,642 17.95 2,700 12.73 0.2188
2023-08-11 2023-06-30 13F TESLA COM 88160R101 9,150 401 4.58 2,395 32.03 0.1917
2023-05-15 2023-03-31 13F/A-1 TESLA COM 88160R101 8,749 700 8.70 1,815 83.05 0.1538
2023-05-15 2023-03-31 13F TESLA COM 88160R101 8,749 700 2 0.1538
2023-02-14 2022-12-31 13F TESLA COM 88160R101 8,049 1,929 31.52 991 -38.94 0.0915
2022-11-14 2022-09-30 13F TESLA COM 88160R101 6,120 4,060 197.09 1,623 17.02 0.1686
2022-08-12 2022-06-30 13F TESLA COM 88160R101 2,060 192 10.28 1,387 -31.10 0.1245
2022-05-12 2022-03-31 13F TESLA COM 88160R101 1,868 128 7.36 2,013 9.52 0.1620
2022-02-14 2021-12-31 13F TESLA COM 88160R101 1,740 304 21.17 1,838 64.99 0.1507
2021-11-12 2021-09-30 13F TESLA COM 88160R101 1,436 46 3.31 1,114 17.88 0.1147
2021-08-13 2021-06-30 13F TESLA COM 88160R101 1,390 115 9.02 945 10.92 0.0950
2021-05-18 2021-03-31 13F TESLA COM 88160R101 1,275 -11 -0.86 852 -6.06 0.0896
2021-02-16 2020-12-31 13F TESLA COM 88160R101 1,286 201 18.53 907 95.05 0.1017
2020-11-16 2020-09-30 13F TESLA COM 88160R101 1,085 1,085 465 0.0655
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.