Tesla, Inc.
GB ˙ BATS-CHIXE ˙ US88160R1014
SecurityGB:TL0D / Tesla, Inc.
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership984 shares
Latest Disclosed Value $ 365,802
Edge Wealth Management LLC ownership in TL0D / Tesla, Inc.

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 984 shares of Tesla, Inc. (GB:TL0D) valued at $365,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 984 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)
2026-04-20 2026-03-31 13F TESLA COM 88160R101 984 0 0.00 366 -17.42 0.0625
2026-01-12 2025-12-31 13F TESLA COM 88160R101 984 -25 -2.48 443 -1.34 0.0781
2025-10-14 2025-09-30 13F TESLA COM 88160R101 1,009 0 0.00 449 39.56 0.0795
2025-07-14 2025-06-30 13F TESLA COM 88160R101 1,009 -70 -6.49 322 15.05 0.0619
2025-04-11 2025-03-31 13F TESLA COM 88160R101 1,079 46 4.45 280 -33.09 0.0567
2025-01-15 2024-12-31 13F TESLA COM 88160R101 1,033 0 0.00 417 54.44 0.0844
2024-10-15 2024-09-30 13F TESLA COM 88160R101 1,033 0 0.00 270 32.35 0.0543
2024-07-12 2024-06-30 13F TESLA COM 88160R101 1,033 1,033 204 0.0430
2024-04-16 2024-03-31 13F TESLA COM 88160R101 0 -1,014 -100.00 0 -100.00
2024-01-11 2023-12-31 13F TESLA COM 88160R101 1,014 0 0.00 252 -0.79 0.0551
2023-10-13 2023-09-30 13F TESLA COM 88160R101 1,014 -214 -17.43 254 -21.18 0.0593
2023-07-14 2023-06-30 13F TESLA COM 88160R101 1,228 -684 -35.77 321 -18.73 0.0702
2023-04-18 2023-03-31 13F TESLA COM 88160R101 1,912 -620 -24.49 396 28.66 0.0907
2023-01-25 2022-12-31 13F TESLA COM 88160R101 2,532 -1,462 -36.60 308 -71.36 0.0715
2022-10-19 2022-09-30 13F TESLA COM 88160R101 3,994 2,652 197.62 1,072 18.58 0.2370
2022-07-22 2022-06-30 13F TESLA COM 88160R101 1,342 9 0.68 904 -37.05 0.1955
2022-04-14 2022-03-31 13F TESLA COM 88160R101 1,333 8 0.60 1,436 2.57 0.2829
2022-01-21 2021-12-31 13F/A-1 TESLA COM 88160R101 1,325 -133 -9.12 1,400 23.78 0.2561
2022-01-14 2021-12-31 13F TESLA COM 88160R101 1,325 -133 1,400 0.2561
2021-10-13 2021-09-30 13F TESLA COM 88160R101 1,458 -238 -14.03 1,131 -2.50 0.2205
2021-07-23 2021-06-30 13F TESLA COM 88160R101 1,696 -435 -20.41 1,160 -18.48 0.2360
2021-04-09 2021-03-31 13F TESLA COM 88160R101 2,131 -541 -20.25 1,423 -24.31 0.3024
2021-01-19 2020-12-31 13F TESLA COM 88160R101 2,672 -402 -13.08 1,880 42.53 0.4270
2020-10-21 2020-09-30 13F TESLA COM 88160R101 3,074 2,485 421.90 1,319 107.39 0.3036
2020-08-03 2020-06-30 13F TESLA COM 88160R101 589 21 3.70 636 111.30 0.1206
2020-04-20 2020-03-31 13F TESLA COM 88160R101 568 206 56.91 301 98.03 0.0653
2020-01-29 2019-12-31 13F TESLA COM 88160R101 362 150 70.75 152 198.04 0.0304
2019-10-21 2019-09-30 13F TESLA COM 88160R101 212 0 0.00 51 8.51 0.0117
2019-07-15 2019-06-30 13F TESLA COM 88160R101 212 -24 -10.17 47 -28.79 0.0104
2019-04-11 2019-03-31 13F TESLA COM 88160R101 236 -15 -5.98 66 -21.43 0.0163
2019-01-11 2018-12-31 13F TESLA COM 88160R101 251 -101 -28.69 84 -9.68 0.0237
2018-10-22 2018-09-30 13F TESLA COM 88160R101 352 -146 -29.32 93 -45.61 0.0223
2018-07-17 2018-06-30 13F TESLA COM 88160R101 498 17 3.53 171 33.59 0.0435
2018-04-05 2018-03-31 13F TESLA COM 88160R101 481 0 0.00 128 -14.09 0.0340
2018-01-17 2017-12-31 13F TESLA COM 88160R101 481 31 6.89 149 -2.61 0.0422
2017-10-19 2017-09-30 13F TESLA COM 88160R101 450 -74 -14.12 153 -13.07 0.0463
2017-08-02 2017-06-30 13F/A-1 TESLA COM 88160R101 524 450 608.11 176 738.10 0.0554
2017-07-27 2017-06-30 13F TESLA COM 88160R101 524 450 176
2017-04-12 2017-03-31 13F TESLA COM 88160R101 74 24 48.00 21 90.91 0.0073
2017-01-23 2016-12-31 13F TESLA MOTORS COM 88160R101 50 0 0.00 11 10.00 0.0042
2016-10-12 2016-09-30 13F TESLA MOTORS COM 88160R101 50 -475 -90.48 10 -90.99 0.0043
2016-07-07 2016-06-30 13F TESLA MOTORS COM 88160R101 525 0 0.00 111 -8.26 0.0462
2016-04-08 2016-03-31 13F TESLA MOTORS COM 88160R101 525 0 0.00 121 -3.97 0.0549
2016-01-11 2015-12-31 13F TESLA MOTORS COM 88160R101 525 0 0.00 126 -1.56 0.0475
2015-10-07 2015-09-30 13F TESLA MOTORS COM 88160R101 525 0 0.00 128 -9.86 0.0482
2015-07-07 2015-06-30 13F TESLA MOTORS COM 88160R101 525 -50 -8.70 142 30.28 0.0486
2015-04-06 2015-03-31 13F TESLA MOTORS COM 88160R101 575 50 9.52 109 -6.84 0.0366
2015-01-12 2014-12-31 13F TESLA MOTORS COM 88160R101 525 0 0.00 117 -7.14 0.0429
2014-10-07 2014-09-30 13F TESLA MOTORS COM 88160R101 525 0 0.00 126 -0.79 0.0485
2014-07-25 2014-06-30 13F/A-1 TESLA MOTORS COM 88160R101 525 0 0.00 127 16.51 0.0528
2014-07-11 2014-06-30 13F TESLA MOTORS COM 88160R101 525 127
2014-04-08 2014-03-31 13F TESLA MOTORS COM 88160R101 525 475 950.00 109 1,262.50 0.0456
2014-01-16 2013-12-31 13F TESLA MOTORS COM 88160R101 50 0 0.00 8 -20.00 0.0037
2013-10-07 2013-09-30 13F TESLA MOTORS COM 88160R101 50 0 0.00 10 100.00 0.0061
2013-07-18 2013-06-30 13F TESLA MOTORS COM 88160R101 50 50 5 0.0033
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.