Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership7,932 shares
Latest Disclosed Value $ 2,767,871
Plancorp, LLC reports 2.60% increase in ownership of TSLA / Tesla, Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 7,932 shares of Tesla, Inc. (CH:TSLA) valued at $2,767,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,731 shares of Tesla, Inc.. This represents a change in shares of 2.60% 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)
2026-04-14 2026-03-31 13F TESLA COM 88160R101 7,932 201 2.60 2,768 -20.40 0.0787
2026-02-05 2025-12-31 13F TESLA COM 88160R101 7,731 81 1.06 3,477 2.18 0.1051
2025-10-15 2025-09-30 13F TESLA COM 88160R101 7,650 -1,232 -13.87 3,402 20.60 0.1067
2025-07-16 2025-06-30 13F TESLA COM 88160R101 8,882 -1,040 -10.48 2,821 9.72 0.0977
2025-05-15 2025-03-31 13F TESLA COM 88160R101 9,922 117 1.19 2,571 -35.06 0.1019
2025-02-11 2024-12-31 13F TESLA COM 88160R101 9,805 394 4.19 3,960 60.80 0.1626
2024-11-12 2024-09-30 13F TESLA COM 88160R101 9,411 -9,202 -49.44 2,462 -33.15 0.1005
2024-08-09 2024-06-30 13F TESLA COM 88160R101 18,613 -1,397 -6.98 3,683 4.72 0.1596
2024-05-15 2024-03-31 13F TESLA COM 88160R101 20,010 -1,421 -6.63 3,518 -33.95 0.1527
2024-02-09 2023-12-31 13F TESLA COM 88160R101 21,431 602 2.89 5,325 2.19 0.2552
2023-11-08 2023-09-30 13F TESLA COM 88160R101 20,829 2,655 14.61 5,212 9.54 0.2789
2023-07-26 2023-06-30 13F TESLA COM 88160R101 18,174 -354 -1.91 4,757 23.78 0.2566
2023-05-11 2023-03-31 13F TESLA COM 88160R101 18,528 -1,498 -7.48 3,844 55.84 0.2161
2023-02-14 2022-12-31 13F TESLA COM 88160R101 20,026 9,860 96.99 2,467 -8.57 0.1455
2022-11-10 2022-09-30 13F TESLA COM 88160R101 10,166 6,624 187.01 2,697 13.08 0.1799
2022-08-04 2022-06-30 13F TESLA COM 88160R101 3,542 74 2.13 2,385 -36.18 0.1503
2022-05-13 2022-03-31 13F TESLA COM 88160R101 3,468 -247 -6.65 3,737 -4.81 0.2430
2022-02-11 2021-12-31 13F TESLA COM 88160R101 3,715 66 1.81 3,926 38.73 0.2489
2021-11-15 2021-09-30 13F TESLA COM 88160R101 3,649 175 5.04 2,830 19.86 0.1956
2021-08-13 2021-06-30 13F TESLA COM 88160R101 3,474 85 2.51 2,361 4.28 0.1852
2021-05-14 2021-03-31 13F TESLA COM 88160R101 3,389 -33 -0.96 2,264 -6.25 0.4988
2021-02-09 2020-12-31 13F TESLA COM 88160R101 3,422 -206 -5.68 2,415 55.21 0.5951
2020-11-16 2020-09-30 13F TESLA COM 88160R101 3,628 3,122 617.00 1,556 184.98 0.4723
2020-08-11 2020-06-30 13F TESLA COM 88160R101 506 71 16.32 546 139.47 0.1645
2020-05-14 2020-03-31 13F TESLA COM 88160R101 435 435 228 0.0882
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.