Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionN.E.W. Advisory Services LLC
Latest Disclosed Ownership3,683 shares
Latest Disclosed Value $ 1,369,155
N.E.W. Advisory Services LLC reports 0.27% increase in ownership of TSLA / Tesla, Inc.

On May 4, 2026 - N.E.W. Advisory Services LLC filed a 13F-HR form disclosing ownership of 3,683 shares of Tesla, Inc. (CH:TSLA) valued at $1,369,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,673 shares of Tesla, Inc.. This represents a change in shares of 0.27% 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)
2026-05-04 2026-03-31 13F TESLA COM 88160R101 3,683 10 0.27 1,369 -17.08 0.1024
2026-01-28 2025-12-31 13F TESLA COM 88160R101 3,673 79 2.20 1,652 3.32 0.1222
2025-10-27 2025-09-30 13F TESLA COM 88160R101 3,594 4 0.11 1,598 40.18 0.1428
2025-08-18 2025-06-30 13F TESLA COM 88160R101 3,590 -351 -8.91 1,140 11.66 0.1107
2025-05-07 2025-03-31 13F TESLA COM 88160R101 3,941 889 29.13 1,021 -17.13 0.0782
2025-01-24 2024-12-31 13F TESLA COM 88160R101 3,052 -836 -21.50 1,233 21.14 0.1170
2024-10-31 2024-09-30 13F TESLA COM 88160R101 3,888 -2,373 -37.90 1,017 -17.85 0.1003
2024-08-05 2024-06-30 13F TESLA COM 88160R101 6,261 332 5.60 1,239 18.81 0.1337
2024-04-24 2024-03-31 13F TESLA COM 88160R101 5,929 167 2.90 1,042 -27.18 0.1156
2024-02-06 2023-12-31 13F TESLA COM 88160R101 5,762 -167 -2.82 1,432 -3.51 0.1730
2023-11-06 2023-09-30 13F TESLA COM 88160R101 5,929 575 10.74 1,484 5.85 0.2110
2023-08-04 2023-06-30 13F TESLA COM 88160R101 5,354 1,823 51.63 1,402 91.39 0.1953
2023-05-10 2023-03-31 13F TESLA COM 88160R101 3,531 1,003 39.68 733 135.37 0.1066
2023-02-13 2022-12-31 13F TESLA COM 88160R101 2,528 671 36.13 311 -36.92 0.0487
2022-11-14 2022-09-30 13F TESLA COM 88160R101 1,857 1,238 200.00 493 18.23 0.0893
2022-08-01 2022-06-30 13F TESLA COM 88160R101 619 127 25.81 417 26.36 0.0729
2022-04-11 2022-03-31 13F TESLA COM 88160R101 492 -3 -0.61 330 -36.90 0.0625
2022-01-18 2021-12-31 13F TESLA COM 88160R101 495 13 2.70 523 39.84 0.0790
2021-10-13 2021-09-30 13F TESLA COM 88160R101 482 -184 -27.63 374 -17.62 0.0609
2021-07-15 2021-06-30 13F TESLA COM 88160R101 666 174 35.37 454 38.84 0.0760
2021-04-14 2021-03-31 13F TESLA COM 88160R101 492 156 46.43 327 38.56 0.0613
2021-01-14 2020-12-31 13F TESLA COM 88160R101 336 336 236 0.0496
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.