Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership16,122 shares
Latest Disclosed Value $ 5,993,514
RMR Wealth Builders reports 7.46% increase in ownership of TSLA / Tesla, Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 16,122 shares of Tesla, Inc. (CH:TSLA) valued at $5,993,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 15,003 shares of Tesla, Inc.. This represents a change in shares of 7.46% 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 16,122 1,119 7.46 5,994 -11.18 0.4720
2026-01-29 2025-12-31 13F TESLA COM 88160R101 15,003 1,622 12.12 6,747 13.39 0.5398
2025-11-05 2025-09-30 13F TESLA COM 88160R101 13,381 782 6.21 5,951 48.68 0.4980
2025-07-08 2025-06-30 13F TESLA COM 88160R101 12,599 220 1.78 4,002 24.75 0.3638
2025-04-16 2025-03-31 13F TESLA COM 88160R101 12,379 -2,997 -19.49 3,208 -48.33 0.3377
2025-01-14 2024-12-31 13F/A-1 TESLA COM 88160R101 15,376 6,439 72.05 6,209 165.57 0.6418
2025-01-10 2024-12-31 13F TESLA COM 88160R101 15,376 6,439 6,209 0.6456
2024-10-21 2024-09-30 13F TESLA COM 88160R101 8,937 456 5.38 2,338 39.33 0.2478
2024-07-23 2024-06-30 13F TESLA COM 88160R101 8,481 809 10.54 1,678 24.48 0.1926
2024-04-15 2024-03-31 13F TESLA COM 88160R101 7,672 -4,532 -37.14 1,349 -55.54 0.1631
2024-02-06 2023-12-31 13F TESLA COM 88160R101 12,204 -446 -3.53 3,032 -4.20 0.4260
2023-10-23 2023-09-30 13F TESLA COM 88160R101 12,650 3,135 32.95 3,165 27.11 0.5055
2023-07-21 2023-06-30 13F TESLA COM 88160R101 9,515 172 1.84 2,491 28.48 0.4237
2023-04-11 2023-03-31 13F TESLA COM 88160R101 9,343 5,252 128.38 1,938 285.29 0.3685
2023-02-15 2022-12-31 13F/A-1 TESLA COM 88160R101 4,091 -458 -10.07 504 -58.33 0.1142
2022-11-08 2022-09-30 13F TESLA COM 88160R101 4,549 3,083 210.30 1,207 22.29 0.2953
2022-08-02 2022-06-30 13F TESLA COM 88160R101 1,466 -348 -19.18 987 -49.51 0.2460
2022-05-13 2022-03-31 13F TESLA COM 88160R101 1,814 176 10.74 1,955 12.94 0.4193
2022-02-02 2021-12-31 13F TESLA COM 88160R101 1,638 231 16.42 1,731 58.66 0.4971
2021-10-18 2021-09-30 13F TESLA COM 88160R101 1,407 66 4.92 1,091 19.76 0.3203
2021-08-16 2021-06-30 13F TESLA INC COM Common Stock 88160R101 1,341 -789 -37.04 911 -35.98 0.2987
2021-05-13 2021-03-31 13F TESLA COM 88160R101 2,130 1,621 318.47 1,423 296.38 0.3697
2021-02-26 2020-12-31 13F/A-1 TESLA COM 88160R101 509 -1,616 -76.05 359 -60.64 0.1764
2021-02-09 2020-12-31 13F TESLA COM 88160R101 20 -2,105 359 196,521.7296
2020-11-13 2020-09-30 13F TESLA COM 88160R101 2,125 2,105 10,525.00 912 4,045.45 0.2368
2020-08-19 2020-06-30 13F TESLA COM 88160R101 20 0 0.00 22 175.00 0.0196
2020-03-03 2019-12-31 13F TESLA INC COM COM 88160R101 20 20 8 0.0077
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.