Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership1,862 shares
Latest Disclosed Value $ 692,199
Inspirion Wealth Advisors, Llc reports 5.68% increase in ownership of TSLA / Tesla, Inc.

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,862 shares of Tesla, Inc. (CH:TSLA) valued at $692,199 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,762 shares of Tesla, Inc.. This represents a change in shares of 5.68% 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)
2026-04-08 2026-03-31 13F TESLA COM 88160R101 1,862 100 5.68 692 -12.63 0.0862
2026-01-09 2025-12-31 13F TESLA COM 88160R101 1,762 -517 -22.69 792 32.89 0.0970
2025-10-06 2025-09-30 13F TESLA COM 88160R101 2,279 289 14.52 596 -5.70 0.0834
2025-07-09 2025-06-30 13F TESLA COM 88160R101 1,990 16 0.81 632 23.68 0.0837
2025-04-09 2025-03-31 13F TESLA COM 88160R101 1,974 210 11.90 512 -26.47 0.0711
2025-01-15 2024-12-31 13F TESLA COM 88160R101 1,764 -515 -22.60 696 16.61 0.0972
2024-10-04 2024-09-30 13F TESLA COM 88160R101 2,279 0 0.00 596 32.44 0.0834
2024-07-12 2024-06-30 13F TESLA COM 88160R101 2,279 5 0.22 451 12.78 0.0690
2024-04-12 2024-03-31 13F TESLA COM 88160R101 2,274 -107 -4.49 400 -32.49 0.0661
2024-01-10 2023-12-31 13F TESLA COM 88160R101 2,381 26 1.10 591 0.34 0.1066
2023-10-13 2023-09-30 13F TESLA COM 88160R101 2,355 7 0.30 589 -4.07 0.1149
2023-07-20 2023-06-30 13F TESLA COM 88160R101 2,348 9 0.38 615 26.60 0.1178
2023-04-07 2023-03-31 13F TESLA COM 88160R101 2,339 2,339 485 0.0973
2023-01-18 2022-12-31 13F TESLA COM 88160R101 0 -1,918 -100.00 0 -100.00
2022-10-19 2022-09-30 13F TESLA COM 88160R101 1,918 1,285 203.00 509 19.48 0.1148
2022-07-27 2022-06-30 13F TESLA COM 88160R101 633 -40 -5.94 426 -41.24 0.0935
2022-04-14 2022-03-31 13F TESLA COM 88160R101 673 25 3.86 725 5.84 0.1484
2022-01-21 2021-12-31 13F TESLA COM 88160R101 648 20 3.18 685 40.66 0.1444
2021-10-08 2021-09-30 13F TESLA COM 88160R101 628 30 5.02 487 19.95 0.1120
2021-07-16 2021-06-30 13F TESLA COM 88160R101 598 0 0.00 406 1.75 0.1000
2021-04-15 2021-03-31 13F TESLA COM 88160R101 598 0 0.00 399 -5.45 0.1058
2021-01-22 2020-12-31 13F TESLA COM 88160R101 598 -114 -16.01 422 38.36 0.1188
2020-10-14 2020-09-30 13F TESLA COM 88160R101 712 319 81.17 305 -28.07 0.1048
2020-07-09 2020-06-30 13F TESLA COM 88160R101 393 2 0.51 424 106.83 0.1665
2020-04-23 2020-03-31 13F TESLA COM 88160R101 391 391 205 0.1012
2018-07-19 2018-06-30 13F TESLA COM 88160R101 0 -759 -100.00 0 -100.00
2018-04-18 2018-03-31 13F TESLA COM 88160R101 759 0 0.00 202 -14.41 0.0987
2018-01-16 2017-12-31 13F TESLA COM 88160R101 759 0 0.00 236 -8.88 0.1146
2017-11-14 2017-09-30 13F TESLA COM 88160R101 759 0 0.00 259 -5.47 0.1313
2017-07-19 2017-06-30 13F TESLA COM 88160R101 759 0 0.00 274 29.86 0.1487
2017-05-09 2017-03-31 13F TESLA COM 88160R101 759 759 211 0.1194
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.