Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
Institutionjvl associates llc
Latest Disclosed Ownership1,350 shares
Latest Disclosed Value $ 501,844
jvl associates llc reports 1.89% increase in ownership of TSLA / Tesla, Inc.

On April 16, 2026 - jvl associates llc filed a 13F-HR form disclosing ownership of 1,350 shares of Tesla, Inc. (CH:TSLA) valued at $501,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,325 shares of Tesla, Inc.. This represents a change in shares of 1.89% 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)
2026-04-16 2026-03-31 13F TESLA COM 88160R101 1,350 25 1.89 502 -15.80 0.1683
2026-01-09 2025-12-31 13F TESLA COM 88160R101 1,325 -42 -3.07 596 -1.98 0.1939
2025-10-10 2025-09-30 13F TESLA COM 88160R101 1,367 39 2.94 608 44.18 0.2012
2025-07-18 2025-06-30 13F TESLA COM 88160R101 1,328 11 0.84 422 23.46 0.1516
2025-04-03 2025-03-31 13F TESLA COM 88160R101 1,317 189 16.76 341 -25.05 0.1378
2025-01-03 2024-12-31 13F TESLA COM 88160R101 1,128 -219 -16.26 456 29.26 0.1727
2024-10-04 2024-09-30 13F TESLA COM 88160R101 1,347 1,347 353 0.1359
2024-07-11 2024-06-30 13F TESLA COM 88160R101 0 -1,255 -100.00 0 -100.00
2024-04-08 2024-03-31 13F TESLA COM 88160R101 1,255 217 20.91 221 -14.40 0.0909
2024-01-17 2023-12-31 13F TESLA COM 88160R101 1,038 182 21.26 258 20.09 0.1166
2023-10-10 2023-09-30 13F TESLA COM 88160R101 856 51 6.34 214 1.90 0.1102
2023-07-13 2023-06-30 13F TESLA COM 88160R101 805 805 211 0.1025
2023-01-10 2022-12-31 13F TESLA COM 88160R101 0 -831 -100.00 0 -100.00
2022-10-11 2022-09-30 13F TESLA COM 88160R101 831 831 221 0.1337
2022-07-13 2022-06-30 13F TESLA COM 88160R101 0 -247 -100.00 0 -100.00
2022-04-05 2022-03-31 13F TESLA COM 88160R101 247 9 3.78 266 5.56 0.1652
2022-03-09 2021-12-31 13F TESLA COM 88160R101 238 238 252 0.1575
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.