Tesla, Inc.
GB ˙ BATS-CHIXE ˙ US88160R1014
SecurityGB:TL0D / Tesla, Inc.
InstitutionIntergy Private Wealth, LLC
Latest Disclosed Ownership3,170 shares
Latest Disclosed Value $ 1,178,448
Intergy Private Wealth, LLC reports 7.35% increase in ownership of TL0D / Tesla, Inc.

On April 16, 2026 - Intergy Private Wealth, LLC filed a 13F-HR form disclosing ownership of 3,170 shares of Tesla, Inc. (GB:TL0D) valued at $1,178,448 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,953 shares of Tesla, Inc.. This represents a change in shares of 7.35% 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)
2026-04-16 2026-03-31 13F TESLA COM 88160R101 3,170 217 7.35 1,178 -11.30 0.3456
2026-01-22 2025-12-31 13F TESLA COM 88160R101 2,953 -22 -0.74 1,328 0.38 0.4006
2025-10-14 2025-09-30 13F TESLA COM 88160R101 2,975 27 0.92 1,323 41.35 0.4139
2025-07-23 2025-06-30 13F TESLA COM 88160R101 2,948 375 14.57 936 40.54 0.3195
2025-04-11 2025-03-31 13F TESLA COM 88160R101 2,573 518 25.21 667 -19.66 0.2536
2025-01-23 2024-12-31 13F TESLA COM 88160R101 2,055 290 16.43 830 79.83 0.3097
2024-10-17 2024-09-30 13F TESLA COM 88160R101 1,765 238 15.59 462 52.65 0.1759
2024-07-15 2024-06-30 13F TESLA COM 88160R101 1,527 130 9.31 302 23.27 0.1246
2024-04-24 2024-03-31 13F TESLA COM 88160R101 1,397 168 13.67 246 -19.67 0.1010
2024-01-11 2023-12-31 13F TESLA COM 88160R101 1,229 -68 -5.24 305 -5.86 0.1320
2023-10-19 2023-09-30 13F TESLA COM 88160R101 1,297 227 21.21 325 15.71 0.1623
2023-08-11 2023-06-30 13F TESLA COM 88160R101 1,070 45 4.39 280 32.08 0.1372
2023-05-04 2023-03-31 13F TESLA COM 88160R101 1,025 1,025 213 0.1190
2022-07-13 2022-06-30 13F TESLA COM 88160R101 0 -352 -100.00 0 -100.00
2022-04-25 2022-03-31 13F TESLA COM 88160R101 352 20 6.02 379 7.98 0.2644
2022-02-17 2021-12-31 13F TESLA COM 88160R101 332 332 351 0.2743
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.