Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionWestshore Wealth, LLC
Latest Disclosed Ownership883 shares
Latest Disclosed Value $ 328,255
Westshore Wealth, LLC reports 9.15% increase in ownership of TSLA / Tesla, Inc.

On May 27, 2026 - Westshore Wealth, LLC filed a 13F-HR form disclosing ownership of 883 shares of Tesla, Inc. (CH:TSLA) valued at $328,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 25, 2026 disclosing 809 shares of Tesla, Inc.. This represents a change in shares of 9.15% 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)
2026-05-27 2026-03-31 13F TESLA COM 88160R101 883 74 9.15 328 -9.64 0.1152
2026-02-25 2025-12-31 13F TESLA COM 88160R101 809 -77 -8.69 364 -7.87 0.1204
2025-11-17 2025-09-30 13F TESLA COM 88160R101 886 0 0.00 394 40.21 0.1346
2025-07-09 2025-06-30 13F TESLA COM 88160R101 886 22 2.55 281 26.01 0.1080
2025-05-15 2025-03-31 13F TESLA COM 88160R101 864 16 1.89 224 -34.80 0.0947
2025-05-28 2024-12-31 13F TESLA COM 88160R101 848 -48 -5.36 342 46.15 0.1387
2024-11-13 2024-09-30 13F TESLA COM 88160R101 896 -184 -17.04 234 9.86 0.0958
2024-11-01 2024-06-30 13F TESLA COM 88160R101 1,080 1,080 2.18 214 -18.70 0.0887
2024-11-01 2024-03-31 13F TESLA COM 88160R101 0 -1,057 -100.00 0 -100.00
2024-02-15 2023-12-31 13F TESLA COM 88160R101 1,057 -1,161 -52.34 263 -52.71 0.1212
2024-02-15 2023-09-30 13F TESLA COM 88160R101 2,218 1,206 119.17 555 109.85 0.3083
2023-09-05 2023-06-30 13F TESLA COM 88160R101 1,012 -11 -1.08 265 24.53 0.1351
2023-05-12 2023-03-31 13F TESLA COM 88160R101 1,023 1,023 212 0.1115
2023-02-14 2022-12-31 13F TESLA COM 88160R101 0 -1,023 -100.00 0 -100.00
2022-11-03 2022-09-30 13F TESLA COM 88160R101 1,023 1,023 271 0.1865
2022-05-10 2022-03-31 13F TESLA COM 88160R101 0 -215 -100.00 0 -100.00
2022-02-17 2021-12-31 13F TESLA COM 88160R101 215 215 227 0.1556
2021-11-16 2021-09-30 13F TESLA COM 88160R101 0 -319 -100.00 0 -100.00
2021-08-19 2021-06-30 13F TESLA COM 88160R101 319 0 0.00 217 1.88 0.1116
2021-05-14 2021-03-31 13F TESLA COM 88160R101 319 -173 -35.16 213 3.40 0.1216
2020-03-30 2019-12-31 13F TESLA COM 88160R101 492 492 206 0.2268
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.