Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionKFA Private Wealth Group, LLC
Latest Disclosed Ownership1,061 shares
Latest Disclosed Value $ 394,796
KFA Private Wealth Group, LLC ownership in TSLA / Tesla, Inc.

On April 20, 2026 - KFA Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 1,061 shares of Tesla, Inc. (CH:TSLA) valued at $394,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,061 shares of Tesla, Inc.. This represents a change in shares of 0.00% 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)
2026-04-20 2026-03-31 13F TESLA COM 88160R101 1,061 0 0.00 395 -17.40 0.0948
2026-01-07 2025-12-31 13F TESLA COM 88160R101 1,061 12 1.14 477 2.36 0.1160
2025-10-03 2025-09-30 13F TESLA COM 88160R101 1,049 -23 -2.15 467 37.06 0.1334
2025-07-24 2025-06-30 13F TESLA COM 88160R101 1,072 -101 -8.61 341 12.21 0.1056
2025-05-07 2025-03-31 13F TESLA COM 88160R101 1,173 434 58.73 304 1.68 0.1064
2025-01-22 2024-12-31 13F TESLA COM 88160R101 739 739 298 0.1250
2024-08-07 2024-06-30 13F TESLA COM 88160R101 0 -2,315 -100.00 0 -100.00
2024-05-01 2024-03-31 13F TESLA COM 88160R101 2,315 539 30.35 407 -7.71 0.1263
2024-02-02 2023-12-31 13F TESLA COM 88160R101 1,776 67 3.92 441 3.28 0.1582
2023-10-25 2023-09-30 13F TESLA COM 88160R101 1,709 -151 -8.12 428 -12.14 0.1778
2023-07-18 2023-06-30 13F TESLA COM 88160R101 1,860 73 4.09 487 31.35 0.2019
2023-05-05 2023-03-31 13F TESLA COM 88160R101 1,787 150 9.16 371 84.08 0.1689
2023-02-01 2022-12-31 13F TESLA COM 88160R101 1,637 -125 -7.09 202 -56.96 0.1029
2022-11-03 2022-09-30 13F TESLA COM 88160R101 1,762 1,243 239.50 467 33.43 0.2485
2022-07-18 2022-06-30 13F TESLA COM 88160R101 519 12 2.37 350 -35.90 0.1935
2022-05-02 2022-03-31 13F TESLA COM 88160R101 507 61 13.68 546 15.92 0.2737
2022-01-26 2021-12-31 13F TESLA COM 88160R101 446 1 0.22 471 36.52 0.2342
2021-10-18 2021-09-30 13F TESLA COM 88160R101 445 15 3.49 345 18.15 0.1888
2021-07-22 2021-06-30 13F TESLA COM 88160R101 430 -10 -2.27 292 -0.68 0.1594
2021-05-06 2021-03-31 13F TESLA COM 88160R101 440 109 32.93 294 25.64 0.1715
2021-03-08 2020-12-31 13F TESLA COM 88160R101 331 331 234 0.1486
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.