Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionBallew Advisors, Inc
Latest Disclosed Ownership5,089 shares
Latest Disclosed Value $ 1,758,785
Ballew Advisors, Inc reports 0.67% increase in ownership of TSLA / Tesla, Inc.

On April 10, 2026 - Ballew Advisors, Inc filed a 13F-HR form disclosing ownership of 5,089 shares of Tesla, Inc. (CH:TSLA) valued at $1,758,785 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 5,055 shares of Tesla, Inc.. This represents a change in shares of 0.67% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-10 2026-03-31 13F TESLA COM 88160R101 5,089 34 0.67 1,759 -22.21 0.9916
2026-01-14 2025-12-31 13F TESLA COM 88160R101 5,055 19 0.38 2,260 4.58 1.2741
2025-10-15 2025-09-30 13F TESLA COM 88160R101 5,036 -350 -6.50 2,162 27.27 1.2065
2025-07-08 2025-06-30 13F TESLA COM 88160R101 5,386 414 8.33 1,699 35.41 1.0083
2025-04-16 2025-03-31 13F TESLA COM 88160R101 4,972 1,960 65.07 1,254 3.29 0.8412
2025-01-15 2024-12-31 13F TESLA COM 88160R101 3,012 -102 -3.28 1,215 61.87 0.7750
2024-10-10 2024-09-30 13F TESLA COM 88160R101 3,114 64 2.10 751 -2.60 0.5037
2024-07-17 2024-06-30 13F TESLA COM 88160R101 3,050 -6 -0.20 771 46.95 0.5105
2024-04-11 2024-03-31 13F TESLA COM 88160R101 3,056 -13 -0.42 525 -22.26 0.3622
2024-01-18 2023-12-31 13F TESLA COM 88160R101 3,069 160 5.50 675 -11.20 0.5072
2023-10-06 2023-09-30 13F TESLA COM 88160R101 2,909 -21 -0.72 760 -3.92 0.6254
2023-07-20 2023-06-30 13F TESLA COM 88160R101 2,930 0 0.00 791 5.33 0.5711
2023-07-06 2023-03-31 13F TESLA COM 88160R101 2,930 -99 -3.27 751 100.53 0.5474
2023-01-13 2022-12-31 13F TESLA COM 88160R101 3,029 9 0.30 374 -44.43 0.2867
2022-10-11 2022-09-30 13F TESLA COM 88160R101 3,020 1,988 192.64 673 -8.81 0.6038
2022-07-26 2022-06-30 13F TESLA COM 88160R101 1,032 -23 -2.18 738 -31.60 0.6736
2022-04-28 2022-03-31 13F TESLA COM 88160R101 1,055 68 6.89 1,079 4.15 0.8239
2022-01-26 2021-12-31 13F TESLA COM 88160R101 987 987 1,036 0.7211
2021-04-13 2021-03-31 13F TESLA COM 88160R101 0 -605 -100.00 0 -100.00
2021-01-13 2020-12-31 13F TESLA COM 88160R101 605 605 491 0.3787
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.