Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership18,407 shares
Latest Disclosed Value $ 6,842,802
Bell & Brown Wealth Advisors, Llc reports 33.62% increase in ownership of TSLA / Tesla, Inc.

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 18,407 shares of Tesla, Inc. (CH:TSLA) valued at $6,842,802 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 13,776 shares of Tesla, Inc.. This represents a change in shares of 33.62% 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)
2026-05-11 2026-03-31 13F TESLA COM 88160R101 18,407 4,631 33.62 6,843 10.44 2.2196
2026-05-13 2025-12-31 13F/A-1 TESLA COM 88160R101 13,776 149 1.09 6,195 2.23 1.9939
2026-01-30 2025-12-31 13F TESLA COM 88160R101 13,726 99 6,173 1.9895
2025-11-07 2025-09-30 13F TESLA COM 88160R101 13,627 491 3.74 6,060 45.25 1.9842
2025-07-29 2025-06-30 13F TESLA COM 88160R101 13,136 -104 -0.79 4,173 21.60 1.4921
2025-05-07 2025-03-31 13F TESLA COM 88160R101 13,240 -638 -4.60 3,431 -38.78 1.3381
2025-05-07 2024-12-31 13F TESLA COM 88160R101 13,878 -181 -1.29 5,604 52.37 2.0857
2024-11-14 2024-09-30 13F TESLA COM 88160R101 14,059 -172 -1.21 3,678 30.61 1.4377
2024-08-13 2024-06-30 13F TESLA COM 88160R101 14,231 1,379 10.73 2,816 24.66 1.0788
2024-05-13 2024-03-31 13F TESLA COM 88160R101 12,852 728 6.00 2,259 -25.00 0.9670
2024-02-12 2023-12-31 13F TESLA COM 88160R101 12,124 -271 -2.19 3,013 -7.15 1.3986
2023-08-15 2023-06-30 13F TESLA COM 88160R101 12,395 89 0.72 3,245 27.07 1.6236
2023-04-14 2023-03-31 13F TESLA COM 88160R101 12,306 6,609 116.01 2,553 264.19 1.3603
2023-02-10 2022-12-31 13F TESLA COM 88160R101 5,697 1,807 46.45 702 -32.07 0.3860
2022-10-26 2022-09-30 13F TESLA COM 88160R101 3,890 2,570 194.70 1,032 16.09 0.6372
2022-07-22 2022-06-30 13F TESLA COM 88160R101 1,320 25 1.93 889 -36.27 0.4753
2022-05-02 2022-03-31 13F TESLA COM 88160R101 1,295 -148 -10.26 1,395 3.56 0.6319
2022-02-10 2021-12-31 13F TESLA COM 88160R101 1,443 237 19.65 1,347 44.06 0.6502
2021-11-12 2021-09-30 13F TESLA COM 88160R101 1,206 -148 -10.93 935 60.93 0.5042
2020-10-23 2020-09-30 13F TESLA COM 88160R101 1,354 1,044 336.77 581 26.58 0.4201
2020-08-07 2020-06-30 13F TESLA COM 88160R101 310 -70 -18.42 459 49.51 0.3588
2020-05-11 2020-03-31 13F TESLA COM 88160R101 380 -35 -8.43 307 39.55 0.2850
2020-01-17 2019-12-31 13F TESLA COM 88160R101 415 415 220 0.1640
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.