Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership28,983 shares
Latest Disclosed Value $ 10,774,890
Advisory Alpha, LLC reports 8.02% increase in ownership of TSLA / Tesla, Inc.

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 28,983 shares of Tesla, Inc. (CH:TSLA) valued at $10,774,890 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 26,830 shares of Tesla, Inc.. This represents a change in shares of 8.02% 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)
2026-05-14 2026-03-31 13F TESLA COM 88160R101 28,983 2,153 8.02 10,775 -10.71 0.2945
2026-02-06 2025-12-31 13F TESLA COM 88160R101 26,830 1,911 7.67 12,066 11.06 0.3286
2025-11-12 2025-09-30 13F TESLA COM 88160R101 24,919 2,306 10.20 10,865 51.25 0.3027
2025-08-01 2025-06-30 13F TESLA COM 88160R101 22,613 3,258 16.83 7,183 43.23 0.2237
2025-05-19 2025-03-31 13F/A-1 TESLA COM 88160R101 19,355 2,986 18.24 5,016 -24.13 0.1705
2025-04-08 2025-03-31 13F TESLA COM 88160R101 10,055 -6,314 2,606 0.1616
2025-01-17 2024-12-31 13F TESLA COM 88160R101 16,369 1,385 9.24 6,611 68.62 0.2354
2024-11-12 2024-09-30 13F TESLA COM 88160R101 14,984 1,679 12.62 3,920 48.94 0.1393
2024-08-21 2024-06-30 13F TESLA COM 88160R101 13,305 1,578 13.46 2,633 27.70 0.1038
2024-05-06 2024-03-31 13F TESLA COM 88160R101 11,727 1,602 15.82 2,062 -18.05 0.0846
2024-01-23 2023-12-31 13F TESLA COM 88160R101 10,125 1,800 21.62 2,516 20.74 0.1153
2023-10-18 2023-09-30 13F TESLA COM 88160R101 8,325 -763 -8.40 2,083 -12.44 0.1072
2023-07-25 2023-06-30 13F TESLA COM 88160R101 9,088 2,478 37.49 2,379 73.52 0.1221
2023-05-02 2023-03-31 13F TESLA COM 88160R101 6,610 1,783 36.94 1,371 130.81 0.0871
2023-01-30 2022-12-31 13F TESLA COM 88160R101 4,827 -208 -4.13 595 -55.54 0.0421
2022-10-12 2022-09-30 13F TESLA COM 88160R101 5,035 3,443 216.27 1,336 24.63 0.1017
2022-07-15 2022-06-30 13F TESLA COM 88160R101 1,592 -3 -0.19 1,072 -37.64 0.0806
2022-05-02 2022-03-31 13F TESLA COM 88160R101 1,595 219 15.92 1,719 18.23 0.1110
2022-02-04 2021-12-31 13F TESLA COM 88160R101 1,376 204 17.41 1,454 59.96 0.0848
2021-11-09 2021-09-30 13F TESLA COM 88160R101 1,172 415 54.82 909 76.50 0.0652
2021-08-13 2021-06-30 13F TESLA COM 88160R101 757 25 3.42 515 5.32 0.0422
2021-05-10 2021-03-31 13F TESLA COM 88160R101 732 61 9.09 489 3.16 0.0847
2021-02-16 2020-12-31 13F TESLA COM 88160R101 671 -106 -13.64 474 43.64 0.0968
2020-11-16 2020-09-30 13F/A-1 TESLA COM 88160R101 777 615 379.63 330 30.95 0.0709
2020-11-06 2020-09-30 13F TESLA COM 88160R101 777 615 3,402 135,089.4700
2020-08-14 2020-06-30 13F TESLA COM 88160R101 162 42 35.00 252 200.00 0.0558
2020-04-29 2020-03-31 13F TESLA COM 88160R101 120 -75 -38.46 85 -17.65 0.0237
2020-02-14 2019-12-31 13F TESLA COM 88160R101 195 -53 -21.37 102 70.00 0.0249
2019-11-13 2019-09-30 13F TESLA COM 88160R101 248 248 61 0.0179
2019-08-16 2019-06-30 13F TESLA COM 88160R101 0 -223 -100.00 0 -100.00
2019-05-13 2019-03-31 13F TESLA COM 88160R101 223 223 54 0.0195
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.