Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionBellwether Advisors, LLC
Latest Disclosed Ownership590 shares
Latest Disclosed Value $ 219,333
Bellwether Advisors, LLC reports 90.50% decrease in ownership of TSLA / Tesla, Inc.

On May 12, 2026 - Bellwether Advisors, LLC filed a 13F-HR form disclosing ownership of 590 shares of Tesla, Inc. (CH:TSLA) valued at $219,333 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,208 shares of Tesla, Inc.. This represents a change in shares of -90.50% 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)
2026-05-12 2026-03-31 13F TESLA COM 88160R101 590 -5,618 -90.50 219 -92.15 0.0372
2026-02-09 2025-12-31 13F TESLA COM 88160R101 6,208 5,530 815.63 2,792 827.24 0.4455
2025-11-12 2025-09-30 13F TESLA COM 88160R101 678 51 8.13 302 51.26 0.0498
2025-08-11 2025-06-30 13F TESLA COM 88160R101 627 170 37.20 199 68.64 0.0340
2025-05-07 2025-03-31 13F TESLA COM 88160R101 457 0 0.00 118 -35.87 0.0247
2025-02-14 2024-12-31 13F TESLA COM 88160R101 457 457 185 0.0330
2024-05-06 2024-03-31 13F TESLA COM 88160R101 0 -3,648 -100.00 0 -100.00
2024-01-12 2023-12-31 13F TESLA COM 88160R101 3,648 -5,628 -60.67 906 -60.97 0.2229
2023-10-30 2023-09-30 13F TESLA COM 88160R101 9,276 9,276 2,321 0.6316
2023-08-04 2023-06-30 13F TESLA INC COM Stock 88160R101 0 -281 -100.00 0 -100.00
2023-05-05 2023-03-31 13F TESLA INC COM Stock 88160R101 281 161 134.17 58 314.29 0.0160
2023-02-13 2022-12-31 13F TESLA INC COM Stock 88160R101 120 -114 -48.72 15 -77.42 0.0043
2022-11-14 2022-09-30 13F TESLA INC COM Stock 88160R101 234 156 200.00 62 19.23 0.0205
2022-08-05 2022-06-30 13F TESLA INC COM Stock 88160R101 78 -841 -91.51 52 -94.75 0.0167
2022-04-29 2022-03-31 13F TESLA INC COM Stock 88160R101 919 61 7.11 990 9.27 0.2948
2022-01-28 2021-12-31 13F TESLA INC COM Stock 88160R101 858 571 198.95 906 308.11 0.2819
2021-11-12 2021-09-30 13F TESLA INC COM Stock 88160R101 287 -8 -2.71 222 11.00 0.0739
2021-08-10 2021-06-30 13F TESLA INC COM Stock 88160R101 295 269 1,034.62 200 1,076.47 0.0690
2021-05-06 2021-03-31 13F TESLA INC COM Stock 88160R101 26 -797 -96.84 17 -97.07 0.0067
2021-01-29 2020-12-31 13F TESLA INC COM Stock 88160R101 823 823 580 0.2553
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.