Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAccess Financial Services, Inc.
Latest Disclosed Ownership5,337 shares
Latest Disclosed Value $ 1,984,030
Access Financial Services, Inc. reports 0.47% decrease in ownership of TSLA / Tesla, Inc.

On April 15, 2026 - Access Financial Services, Inc. filed a 13F-HR form disclosing ownership of 5,337 shares of Tesla, Inc. (CH:TSLA) valued at $1,984,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 5,362 shares of Tesla, Inc.. This represents a change in shares of -0.47% 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)
2026-04-15 2026-03-31 13F TESLA COM 88160R101 5,337 -25 -0.47 1,984 -17.71 0.7033
2026-01-21 2025-12-31 13F TESLA COM 88160R101 5,362 -263 -4.68 2,411 -3.60 0.8779
2025-10-20 2025-09-30 13F TESLA COM 88160R101 5,625 -870 -13.39 2,502 21.23 0.9061
2025-07-18 2025-06-30 13F TESLA COM 88160R101 6,495 6,495 2,063 0.7799
2024-10-31 2024-09-30 13F TESLA COM 88160R101 0 -9,871 -100.00 0 -100.00
2024-07-25 2024-06-30 13F TESLA COM 88160R101 9,871 15 0.15 1,953 12.76 0.8879
2024-04-23 2024-03-31 13F TESLA COM 88160R101 9,856 9,856 1,733 0.7745
2022-01-14 2021-12-31 13F TESLA COM 88160R101 0 -3,787 -100.00 0 -100.00
2021-10-28 2021-09-30 13F TESLA COM 88160R101 3,787 3,787 2,937 1.3250
2021-07-15 2021-06-30 13F TESLA COM 88160R101 0 -3,342 -100.00 0 -100.00
2021-04-23 2021-03-31 13F TESLA COM 88160R101 3,342 -541 -13.93 2,232 -18.54 1.0463
2021-01-14 2020-12-31 13F TESLA COM 88160R101 3,883 358 10.16 2,740 81.22 1.3408
2020-11-09 2020-09-30 13F TESLA COM 88160R101 3,525 2,805 389.58 1,512 94.59 0.8167
2020-08-11 2020-06-30 13F TESLA COM 88160R101 720 0 0.00 777 106.10 0.5100
2020-04-16 2020-03-31 13F TESLA COM 88160R101 720 720 377 0.3004
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.