Tesla, Inc.
GB ˙ BATS-CHIXE ˙ US88160R1014
SecurityGB:TL0D / Tesla, Inc.
InstitutionPhoenix Wealth Advisors
Latest Disclosed Ownership1,255 shares
Latest Disclosed Value $ 466,546
Phoenix Wealth Advisors reports 3.83% decrease in ownership of TL0D / Tesla, Inc.

On April 22, 2026 - Phoenix Wealth Advisors filed a 13F-HR form disclosing ownership of 1,255 shares of Tesla, Inc. (GB:TL0D) valued at $466,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,305 shares of Tesla, Inc.. This represents a change in shares of -3.83% 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)
2026-04-22 2026-03-31 13F TESLA COM 88160R101 1,255 -50 -3.83 467 -20.48 0.1843
2026-01-22 2025-12-31 13F TESLA COM 88160R101 1,305 13 1.01 587 2.09 0.2257
2025-10-28 2025-09-30 13F TESLA COM 88160R101 1,292 2 0.16 575 40.34 0.2208
2025-08-08 2025-06-30 13F TESLA COM 88160R101 1,290 -20 -1.53 410 20.65 0.1716
2025-05-14 2025-03-31 13F TESLA COM 88160R101 1,310 -503 -27.74 340 -53.69 0.1479
2025-01-17 2024-12-31 13F TESLA COM 88160R101 1,813 -52 -2.79 732 50.31 0.3176
2024-11-08 2024-09-30 13F TESLA COM 88160R101 1,865 -9 -0.48 488 31.62 0.2265
2024-07-17 2024-06-30 13F TESLA COM 88160R101 1,874 -276 -12.84 371 -1.86 0.1861
2024-04-26 2024-03-31 13F TESLA COM 88160R101 2,150 -549 -20.34 378 -43.73 0.2302
2024-01-30 2023-12-31 13F TESLA COM 88160R101 2,699 -45 -1.64 670 -2.33 0.4670
2023-11-06 2023-09-30 13F TESLA COM 88160R101 2,744 -16 -0.58 687 -4.99 0.4034
2023-07-13 2023-06-30 13F TESLA COM 88160R101 2,760 -115 -4.00 722 21.14 0.4206
2023-05-05 2023-03-31 13F TESLA COM 88160R101 2,875 292 11.30 596 87.42 0.3692
2023-02-06 2022-12-31 13F TESLA COM 88160R101 2,583 -1,581 -37.97 318 -71.22 0.1913
2022-11-07 2022-09-30 13F TESLA COM 88160R101 4,164 2,645 174.13 1,105 8.02 1.1058
2022-08-01 2022-06-30 13F TESLA COM 88160R101 1,519 1,519 1,023 1.0086
2022-04-29 2022-03-31 13F TESLA COM 88160R101 0 -2,596 -100.00 0 -100.00
2022-02-11 2021-12-31 13F TESLA COM 88160R101 2,596 -279 -9.70 2,743 23.00 2.0713
2021-11-15 2021-09-30 13F TESLA COM 88160R101 2,875 -255 -8.15 2,230 8.04 1.6650
2021-07-23 2021-06-30 13F TESLA COM 88160R101 3,130 -387 -11.00 2,064 -11.30 1.4890
2021-04-12 2021-03-31 13F TESLA COM 88160R101 3,517 50 1.44 2,327 -4.90 1.8099
2021-02-05 2020-12-31 13F TESLA COM 88160R101 3,467 3,467 2,447 1.8587
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.