Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAvondale Wealth Management
Latest Disclosed Ownership5,648 shares
Latest Disclosed Value $ 2,099,644
Avondale Wealth Management reports 8.66% increase in ownership of TSLA / Tesla, Inc.

On April 15, 2026 - Avondale Wealth Management filed a 13F-HR form disclosing ownership of 5,648 shares of Tesla, Inc. (CH:TSLA) valued at $2,099,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,198 shares of Tesla, Inc.. This represents a change in shares of 8.66% 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 5,648 450 8.66 2,100 -10.18 1.0320
2026-02-17 2025-12-31 13F TESLA COM 88160R101 5,198 -230 -4.24 2,338 -3.15 1.2022
2025-11-17 2025-09-30 13F TESLA COM 88160R101 5,428 383 7.59 2,414 50.62 1.2859
2025-07-17 2025-06-30 13F TESLA MOTORS Stock 88160R101 5,045 1,099 27.85 1,603 56.75 0.8952
2025-04-08 2025-03-31 13F TESLA MOTORS Stock 88160R101 3,946 1,165 41.89 1,023 -8.99 0.6437
2025-01-10 2024-12-31 13F TESLA MOTORS Stock 88160R101 2,781 11 0.40 1,123 55.11 0.7197
2024-10-10 2024-09-30 13F TESLA MOTORS Stock 88160R101 2,770 -450 -13.98 725 13.66 0.4710
2024-07-12 2024-06-30 13F TESLA MOTORS Stock 88160R101 3,220 370 12.98 637 27.15 0.4354
2024-04-02 2024-03-31 13F TESLA MOTORS Stock 88160R101 2,850 1,340 88.74 501 33.60 0.3512
2024-01-10 2023-12-31 13F TESLA MOTORS Stock 88160R101 1,510 -410 -21.35 375 -21.87 0.3023
2023-10-10 2023-09-30 13F TESLA MOTORS Stock 88160R101 1,920 0 0.00 480 -4.38 0.4216
2023-07-06 2023-06-30 13F TESLA MOTORS Stock 88160R101 1,920 540 39.13 503 75.52 0.4221
2023-04-05 2023-03-31 13F TESLA MOTORS Stock 88160R101 1,380 0 0.00 286 69.23 0.2470
2023-01-06 2022-12-31 13F TESLA MOTORS Stock 88160R101 1,380 540 64.29 170 -24.22 0.1475
2022-10-07 2022-09-30 13F TESLA MOTORS Stock 88160R101 840 390 86.67 223 -26.40 0.2432
2022-07-11 2022-06-30 13F TESLA MOTORS Stock 88160R101 450 -5 -1.10 303 -38.16 0.3515
2022-04-12 2022-03-31 13F TESLA MOTORS Stock 88160R101 455 -45 -9.00 490 -7.20 0.5755
2022-01-11 2021-12-31 13F TESLA MOTORS Stock 88160R101 500 -400 -44.44 528 -24.36 0.5345
2021-10-12 2021-09-30 13F TESLA MOTORS Stock 88160R101 900 -300 -25.00 698 -14.46 0.6816
2021-07-13 2021-06-30 13F TESLA MOTORS Stock 88160R101 1,200 -100 -7.69 816 -5.99 0.7626
2021-04-27 2021-03-31 13F TESLA MOTORS Stock 88160R101 1,300 200 18.18 868 11.86 0.8543
2021-01-15 2020-12-31 13F TESLA MOTORS Stock 88160R101 1,100 0 0.00 776 64.41 0.8996
2020-10-15 2020-09-30 13F TESLA MOTORS Stock 88160R101 1,100 540 96.43 472 -21.98 0.7139
2020-07-15 2020-06-30 13F TESLA MOTORS Stock 88160R101 560 -500 -47.17 605 9.01 0.8596
2020-04-16 2020-03-31 13F TESLA MOTORS Stock 88160R101 1,060 0 0.00 555 25.28 0.8764
2020-01-23 2019-12-31 13F TESLA MOTORS Stock 88160R101 1,060 0 0.00 443 73.73 0.6497
2019-10-24 2019-09-30 13F TESLA MOTORS Stock 88160R101 1,060 0 0.00 255 7.59 0.4207
2019-07-26 2019-06-30 13F TESLA MOTORS Stock 88160R101 1,060 500 89.29 237 50.96 0.1743
2019-04-22 2019-03-31 13F TESLA MOTORS Stock 88160R101 560 0 0.00 157 -15.59 0.1207
2019-01-23 2018-12-31 13F TESLA MOTORS Stock 88160R101 560 0 0.00 186 25.68 0.1544
2018-10-24 2018-09-30 13F TESLA MOTORS Stock 88160R101 560 0 0.00 148 -22.92 0.1400
2018-07-06 2018-06-30 13F TESLA MOTORS Stock 88160R101 560 0 0.00 192 28.86 0.1592
2018-04-30 2018-03-31 13F TESLA MOTORS Stock 88160R101 560 0 0.00 149 -14.37 0.1222
2018-04-27 2017-12-31 13F TESLA MOTORS Stock 88160R101 560 560 174 0.1523
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.