Tesla, Inc.
GB ˙ BATS-CHIXE ˙ US88160R1014
SecurityGB:TL0D / Tesla, Inc.
InstitutionSkyOak Wealth, LLC
Latest Disclosed Ownership7,336 shares
Latest Disclosed Value $ 2,727,158
SkyOak Wealth, LLC reports 1.85% increase in ownership of TL0D / Tesla, Inc.

On April 30, 2026 - SkyOak Wealth, LLC filed a 13F-HR form disclosing ownership of 7,336 shares of Tesla, Inc. (GB:TL0D) valued at $2,727,158 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,203 shares of Tesla, Inc.. This represents a change in shares of 1.85% 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)
2026-04-30 2026-03-31 13F TESLA COM 88160R101 7,336 133 1.85 2,727 -15.81 0.4994
2026-02-05 2025-12-31 13F TESLA COM 88160R101 7,203 -26 -0.36 3,239 0.78 0.5826
2025-10-23 2025-09-30 13F TESLA COM 88160R101 7,229 -44 -0.60 3,215 39.13 0.6072
2025-07-30 2025-06-30 13F TESLA COM 88160R101 7,273 -42 -0.57 2,310 21.90 0.4643
2025-05-01 2025-03-31 13F TESLA COM 88160R101 7,315 718 10.88 1,896 -28.87 0.4152
2025-01-24 2024-12-31 13F TESLA COM 88160R101 6,597 -3,515 -34.76 2,664 0.72 0.5699
2024-11-04 2024-09-30 13F TESLA COM 88160R101 10,112 8 0.08 2,646 32.32 0.5857
2024-08-12 2024-06-30 13F TESLA COM 88160R101 10,104 -25 -0.25 1,999 12.30 0.4667
2024-04-29 2024-03-31 13F TESLA COM 88160R101 10,129 -54 -0.53 1,781 -29.64 0.4261
2024-01-12 2023-12-31 13F TESLA COM 88160R101 10,183 -41 -0.40 2,530 -1.09 0.6586
2023-10-24 2023-09-30 13F TESLA COM 88160R101 10,224 -684 -6.27 2,558 -10.40 0.7478
2023-07-20 2023-06-30 13F TESLA COM 88160R101 10,908 -48 -0.44 2,855 25.66 0.8068
2023-05-02 2023-03-31 13F TESLA COM 88160R101 10,956 376 3.55 2,273 74.37 0.6934
2023-01-26 2022-12-31 13F TESLA COM 88160R101 10,580 106 1.01 1,303 -53.10 0.4381
2022-10-25 2022-09-30 13F TESLA COM 88160R101 10,474 6,982 199.94 2,778 18.11 0.9956
2022-07-26 2022-06-30 13F TESLA COM 88160R101 3,492 186 5.63 2,352 -33.99 0.8031
2022-04-18 2022-03-31 13F TESLA COM 88160R101 3,306 474 16.74 3,563 19.04 0.9899
2022-01-24 2021-12-31 13F TESLA COM 88160R101 2,832 -946 -25.04 2,993 2.15 0.7608
2021-10-21 2021-09-30 13F TESLA COM 88160R101 3,778 33 0.88 2,930 15.13 0.7894
2021-07-19 2021-06-30 13F TESLA COM 88160R101 3,745 -4 -0.11 2,545 -2.23 0.6809
2021-04-29 2021-03-31 13F TESLA COM 88160R101 3,749 -17 -0.45 2,603 -2.07 0.7242
2021-02-02 2020-12-31 13F TESLA COM 88160R101 3,766 -8 -0.21 2,658 64.18 0.8266
2020-11-03 2020-09-30 13F TESLA COM 88160R101 3,774 3,023 402.53 1,619 99.63 0.5821
2020-08-10 2020-06-30 13F TESLA COM 88160R101 751 751 811 0.2994
2020-05-04 2020-03-31 13F TESLA COM 88160R101 0 -507 -100.00 0 -100.00
2020-02-04 2019-12-31 13F TESLA COM 88160R101 507 507 212 0.0657
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.