Tesla, Inc.
IT ˙ BIT ˙ US88160R1014
368,80 € ↑6,65 (1,84%)
2026-06-03
AKTIENPREIS
SecurityIT:1TSLA / Tesla, Inc.
InstitutionBernardo Wealth Planning LLC
Latest Disclosed Ownership3,626 shares
Latest Disclosed Value $ 1,347,966
Bernardo Wealth Planning LLC reports 2.40% increase in ownership of 1TSLA / Tesla, Inc.

On April 15, 2026 - Bernardo Wealth Planning LLC filed a 13F-HR form disclosing ownership of 3,626 shares of Tesla, Inc. (IT:1TSLA) valued at $1,150,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,541 shares of Tesla, Inc.. This represents a change in shares of 2.40% during the quarter. The current value of the position is $1,337,269 USD.

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 3,626 85 2.40 1,348 -15.39 0.2639
2026-01-26 2025-12-31 13F TESLA COM 88160R101 3,541 -89 -2.45 1,592 -1.36 0.3035
2025-10-22 2025-09-30 13F TESLA COM 88160R101 3,630 88 2.48 1,614 161,300.00 0.3165
2025-08-13 2025-06-30 13F TESLA COM 88160R101 3,542 -399 -10.12 1 0.00 0.2442
2025-04-30 2025-03-31 13F/A-1 TESLA COM 88160R101 3,941 332 9.20 1 -99.93 0.2443
2025-04-22 2025-03-31 13F TESLA COM 88160R101 3,941 332 1,021 0.2444
2025-01-16 2024-12-31 13F TESLA COM 88160R101 3,609 -395 -9.87 1,425 0.3409
2024-10-18 2024-09-30 13F TESLA COM 88160R101 4,004 729 22.26 1 -100.00 0.2143
2024-07-10 2024-06-30 13F TESLA COM 88160R101 3,275 -5,538 -62.84 648 -58.17 0.1743
2024-05-07 2024-03-31 13F TESLA COM 88160R101 8,813 -75 -0.84 1,549 -29.85 0.4309
2024-01-25 2023-12-31 13F TESLA COM 88160R101 8,888 128 1.46 2,208 0.78 0.6964
2023-10-30 2023-09-30 13F TESLA INC COM Stock 88160R101 8,760 114 1.32 2,192 -3.18 0.8663
2023-07-21 2023-06-30 13F TESLA INC COM Stock 88160R101 8,646 -1,017 -10.52 2,263 12.92 0.9017
2023-05-05 2023-03-31 13F TESLA INC COM Stock 88160R101 9,663 114 1.19 2,005 70.41 0.8605
2023-01-30 2022-12-31 13F TESLA INC COM Stock 88160R101 9,549 -483 -4.81 1,176 -45.33 0.5499
2022-10-24 2022-09-30 13F TESLA INC COM Stock 88160R101 10,032 6,698 200.90 2,151 -4.19 1.2173
2022-07-29 2022-06-30 13F TESLA INC COM Stock 88160R101 3,334 33 1.00 2,245 -36.89 1.2825
2022-05-06 2022-03-31 13F/A-1 TESLA INC COM Stock 88160R101 3,301 124 3.90 3,557 5.96 1.7665
2022-04-28 2022-03-31 13F TESLA INC COM Stock 88160R101 3,177 0 3,357 1.6395
2022-01-27 2021-12-31 13F TESLA INC COM Stock 88160R101 3,177 111 3.62 3,357 41.23 1.6395
2021-10-15 2021-09-30 13F TESLA INC COM Stock 88160R101 3,066 200 6.98 2,377 22.02 1.3809
2021-07-30 2021-06-30 13F TESLA INC COM Stock 88160R101 2,866 -84 -2.85 1,948 -1.12 1.1694
2021-04-23 2021-03-31 13F TESLA INC COM Stock 88160R101 2,950 -2,552 -46.38 1,970 -49.25 1.2533
2021-02-01 2020-12-31 13F TESLA INC COM Stock 88160R101 5,502 54 0.99 3,882 66.11 1.4973
2020-10-23 2020-09-30 13F TESLA INC COM Stock 88160R101 5,448 4,551 507.36 2,337 141.43 1.0506
2020-08-03 2020-06-30 13F TESLA COM 88160R101 897 -30 -3.24 968 99.59 0.5193
2020-05-01 2020-03-31 13F TESLA COM 88160R101 927 232 33.38 485 67.24 0.3370
2020-02-10 2019-12-31 13F TESLA COM 88160R101 695 695 290 0.1760
2019-11-01 2019-09-30 13F TESLA COM 88160R101 0 -1,043 -100.00 0 -100.00
2019-09-05 2019-06-30 13F/A-1 TESLA COM 88160R101 1,043 -89 -7.86 233 -26.50 0.1825
2019-08-13 2019-06-30 13F TESLA COM 88160R101 1,043 -89 233
2019-05-08 2019-03-31 13F TESLA COM 88160R101 1,132 107 10.44 317 -7.04 0.2511
2019-02-14 2018-12-31 13F TESLA COM 88160R101 1,025 1,025 341 0.3016
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.