Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionZhang Financial LLC
Latest Disclosed Ownership12,415 shares
Latest Disclosed Value $ 4,615,284
Zhang Financial LLC reports 2.03% increase in ownership of TSLA / Tesla, Inc.

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 12,415 shares of Tesla, Inc. (CH:TSLA) valued at $4,615,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,168 shares of Tesla, Inc.. This represents a change in shares of 2.03% 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)
2026-05-06 2026-03-31 13F TESLA COM 88160R101 12,415 247 2.03 4,615 -15.66 0.1596
2026-02-10 2025-12-31 13F TESLA COM 88160R101 12,168 27 0.22 5,472 1.35 0.2041
2025-11-10 2025-09-30 13F TESLA COM 88160R101 12,141 870 7.72 5,399 50.81 0.2194
2025-08-01 2025-06-30 13F TESLA COM 88160R101 11,271 344 3.15 3,580 26.46 0.1652
2025-04-15 2025-03-31 13F TESLA COM 88160R101 10,927 4,875 80.55 2,832 15.83 0.1497
2025-01-16 2024-12-31 13F TESLA COM 88160R101 6,052 -286 -4.51 2,444 47.41 0.1399
2024-10-15 2024-09-30 13F TESLA COM 88160R101 6,338 290 4.79 1,658 38.63 0.1047
2024-07-19 2024-06-30 13F TESLA COM 88160R101 6,048 275 4.76 1,197 17.95 0.0837
2024-04-24 2024-03-31 13F TESLA COM 88160R101 5,773 -940 -14.00 1,015 -39.21 0.0752
2024-01-31 2023-12-31 13F TESLA COM 88160R101 6,713 147 2.24 1,668 1.58 0.1433
2023-10-11 2023-09-30 13F TESLA COM 88160R101 6,566 -33 -0.50 1,643 -4.92 0.1665
2023-07-18 2023-06-30 13F TESLA COM 88160R101 6,599 686 11.60 1,727 40.86 0.1773
2023-05-11 2023-03-31 13F TESLA COM 88160R101 5,913 668 12.74 1,227 89.78 0.1401
2023-05-17 2022-12-31 13F/A-1 TESLA COM 88160R101 5,245 2,336 80.30 646 -16.32 0.0824
2023-01-17 2022-12-31 13F TESLA COM 88160R101 5,245 2,336 1 0.0001
2022-10-18 2022-09-30 13F TESLA COM 88160R101 2,909 1,790 159.96 772 2.39 0.1164
2022-07-14 2022-06-30 13F TESLA COM 88160R101 1,119 41 3.80 754 -35.11 0.1210
2022-04-21 2022-03-31 13F TESLA COM 88160R101 1,078 127 13.35 1,162 15.62 0.1962
2022-02-10 2021-12-31 13F TESLA COM 88160R101 951 151 18.88 1,005 62.10 0.1781
2021-10-20 2021-09-30 13F TESLA COM 88160R101 800 137 20.66 620 37.47 0.1434
2021-07-26 2021-06-30 13F TESLA COM 88160R101 663 40 6.42 451 8.41 0.1107
2021-04-21 2021-03-31 13F TESLA COM 88160R101 623 -310 -33.23 416 -36.78 0.1116
2021-01-20 2020-12-31 13F TESLA COM 88160R101 933 0 0.00 658 64.50 0.2027
2020-10-13 2020-09-30 13F TESLA COM 88160R101 933 933 400 0.1442
2020-01-21 2019-12-31 13F TESLA COM 88160R101 0 -920 -100.00 0 -100.00
2019-10-17 2019-09-30 13F TESLA COM 88160R101 920 920 222 0.0938
2019-05-28 2016-12-31 13F Tesla Motors COM 88160R101 0 -1,144 -100.00 0 -100.00
2019-05-28 2016-09-30 13F Tesla Motors COM 88160R101 1,144 0 0.00 233 -4.12 0.1279
2019-05-28 2016-06-30 13F Tesla Motors COM 88160R101 1,144 1,144 243 0.1335
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.