Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership9,851 shares
Latest Disclosed Value $ 3,662,110
BKD Wealth Advisors, LLC reports 0.92% increase in ownership of TSLA / Tesla, Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 9,851 shares of Tesla, Inc. (CH:TSLA) valued at $3,662,110 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,761 shares of Tesla, Inc.. This represents a change in shares of 0.92% 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)
2026-05-01 2026-03-31 13F TESLA COM 88160R101 9,851 90 0.92 3,662 -16.56 0.0695
2026-02-10 2025-12-31 13F TESLA COM 88160R101 9,761 1,411 16.90 4,390 18.21 0.0829
2025-10-30 2025-09-30 13F TESLA COM 88160R101 8,350 -37 -0.44 3,713 39.38 0.0738
2025-07-29 2025-06-30 13F TESLA COM 88160R101 8,387 878 11.69 2,664 36.90 0.0575
2025-05-13 2025-03-31 13F TESLA COM 88160R101 7,509 -799 -9.62 1,946 -42.00 0.0467
2025-02-04 2024-12-31 13F TESLA COM 88160R101 8,308 1,828 28.21 3,355 97.94 0.0773
2024-11-14 2024-09-30 13F TESLA COM 88160R101 6,480 786 13.80 1,695 50.53 0.0390
2024-08-09 2024-06-30 13F TESLA COM 88160R101 5,694 -4,570 -44.52 1,127 -37.58 0.0281
2024-04-19 2024-03-31 13F TESLA COM 88160R101 10,264 4,640 82.50 1,804 29.13 0.0459
2024-01-11 2023-12-31 13F TESLA COM 88160R101 5,624 -296 -5.00 1,397 -5.67 0.0389
2023-10-26 2023-09-30 13F TESLA COM 88160R101 5,920 625 11.80 1,481 6.85 0.0447
2023-08-08 2023-06-30 13F TESLA COM 88160R101 5,295 -1,011 -16.03 1,386 5.96 0.0406
2023-04-27 2023-03-31 13F TESLA COM 88160R101 6,306 -1,051 -14.29 1,308 44.37 0.0428
2023-02-03 2022-12-31 13F TESLA COM 88160R101 7,357 4,253 137.02 906 10.09 0.0317
2022-10-14 2022-09-30 13F TESLA COM 88160R101 3,104 2,105 210.71 823 22.29 0.0332
2022-07-22 2022-06-30 13F TESLA COM 88160R101 999 222 28.57 673 -19.59 0.0272
2022-05-10 2022-03-31 13F TESLA COM 88160R101 777 -1 -0.13 837 1.82 0.0355
2022-01-14 2021-12-31 13F TESLA COM 88160R101 778 81 11.62 822 51.94 0.0346
2021-10-14 2021-09-30 13F TESLA COM 88160R101 697 53 8.23 541 23.52 0.0249
2021-07-14 2021-06-30 13F TESLA COM 88160R101 644 30 4.89 438 6.83 0.0204
2021-04-23 2021-03-31 13F TESLA COM 88160R101 614 -1,558 -71.73 410 -73.26 0.0204
2021-01-22 2020-12-31 13F TESLA COM 88160R101 2,172 375 20.87 1,533 98.83 0.0768
2020-11-05 2020-09-30 13F TESLA COM 88160R101 1,797 1,433 393.68 771 96.18 0.0449
2020-07-15 2020-06-30 13F TESLA COM 88160R101 364 364 393 0.0255
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.