Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionIron Financial, LLC
Latest Disclosed Ownership1,966 shares
Latest Disclosed Value $ 730,861
Iron Financial, LLC reports 10.89% increase in ownership of TSLA / Tesla, Inc.

On April 27, 2026 - Iron Financial, LLC filed a 13F-HR form disclosing ownership of 1,966 shares of Tesla, Inc. (CH:TSLA) valued at $730,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,773 shares of Tesla, Inc.. This represents a change in shares of 10.89% 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)
2026-04-27 2026-03-31 13F TESLA COM 88160R101 1,966 193 10.89 731 -8.41 0.2443
2026-01-22 2025-12-31 13F TESLA COM 88160R101 1,773 61 3.56 797 4.73 0.3665
2025-10-24 2025-09-30 13F TESLA COM 88160R101 1,712 513 42.79 761 100.26 0.3646
2025-07-25 2025-06-30 13F TESLA COM 88160R101 1,199 29 2.48 381 25.41 0.1974
2025-04-25 2025-03-31 13F TESLA COM 88160R101 1,170 200 20.62 303 -22.51 0.1700
2025-01-22 2024-12-31 13F TESLA COM 88160R101 970 970 392 0.2201
2024-04-23 2024-03-31 13F TESLA COM 88160R101 0 -1,329 -100.00 0 -100.00
2024-01-19 2023-12-31 13F TESLA COM 88160R101 1,329 0 0.00 330 -0.60 0.1874
2023-10-31 2023-09-30 13F TESLA COM 88160R101 1,329 0 0.00 333 -4.32 0.1930
2023-07-24 2023-06-30 13F TESLA COM 88160R101 1,329 -12 -0.89 348 24.82 0.1868
2023-04-26 2023-03-31 13F TESLA COM 88160R101 1,341 -683 -33.75 278 11.65 0.1527
2023-02-14 2022-12-31 13F TESLA COM 88160R101 2,024 112 5.86 249 -50.89 0.1431
2022-11-14 2022-09-30 13F TESLA COM 88160R101 1,912 1,216 174.71 507 8.10 0.2784
2022-07-27 2022-06-30 13F TESLA COM 88160R101 696 -6 -0.85 469 -37.96 0.2456
2022-05-04 2022-03-31 13F TESLA COM 88160R101 702 155 28.34 756 30.80 0.3484
2022-02-11 2021-12-31 13F TESLA COM 88160R101 547 -437 -44.41 578 -24.25 0.2578
2021-11-02 2021-09-30 13F TESLA COM 88160R101 984 0 0.00 763 14.05 0.3660
2021-07-28 2021-06-30 13F TESLA COM 88160R101 984 -550 -35.85 669 -34.73 0.3130
2021-05-07 2021-03-31 13F TESLA COM 88160R101 1,534 45 3.02 1,025 -2.47 0.5409
2021-01-13 2020-12-31 13F TESLA COM 88160R101 1,489 -156 -9.48 1,051 48.87 0.5290
2020-11-09 2020-09-30 13F TESLA COM 88160R101 1,645 1,390 545.10 706 156.73 0.3900
2020-07-15 2020-06-30 13F TESLA COM 88160R101 255 255 275 0.1417
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.