Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership1,388 shares
Latest Disclosed Value $ 515,989
Newman Dignan & Sheerar, Inc. reports 14.81% increase in ownership of TSLA / Tesla, Inc.

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 1,388 shares of Tesla, Inc. (CH:TSLA) valued at $515,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,209 shares of Tesla, Inc.. This represents a change in shares of 14.81% 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)
2026-04-13 2026-03-31 13F Tesla Motors COM 88160R101 1,388 179 14.81 516 -5.16 0.1086
2026-01-22 2025-12-31 13F Tesla Motors COM 88160R101 1,209 7 0.58 544 1.69 0.1133
2025-10-09 2025-09-30 13F Tesla Motors COM 88160R101 1,202 -3 -0.25 535 39.79 0.1154
2025-07-18 2025-06-30 13F Tesla Motors COM 88160R101 1,205 185 18.14 383 44.70 0.0880
2025-05-14 2025-03-31 13F/A-1 Tesla Motors COM 88160R101 1,020 219 27.34 264 -18.27 0.0721
2025-05-02 2025-03-31 13F Tesla Motors COM 88160R101 801 0 323 0.0829
2025-01-30 2024-12-31 13F Tesla Motors COM 88160R101 801 -295 -26.92 323 12.54 0.0829
2024-11-12 2024-09-30 13F Tesla Motors COM 88160R101 1,096 -35 -3.09 288 28.70 0.0689
2024-07-15 2024-06-30 13F Tesla Motors COM 88160R101 1,131 1,131 224 0.0577
2024-04-29 2024-03-31 13F Tesla Motors COM 88160R101 0 -958 -100.00 0 -100.00
2024-02-09 2023-12-31 13F Tesla Motors COM 88160R101 958 52 5.74 238 5.31 0.0719
2023-11-08 2023-09-30 13F Tesla Motors COM 88160R101 906 -25 -2.69 227 -7.00 0.0744
2023-08-02 2023-06-30 13F Tesla Motors COM 88160R101 931 931 244 0.0752
2023-01-20 2022-12-31 13F Tesla Motors COM 88160R101 0 -861 -100.00 0 -100.00
2022-10-18 2022-09-30 13F Tesla Motors COM 88160R101 861 861 228 0.0357
2022-08-03 2022-06-30 13F Tesla Motors COM 88160R101 0 -257 -100.00 0 -100.00
2022-04-14 2022-03-31 13F Tesla Motors COM 88160R101 257 30 13.22 277 15.42 0.0532
2022-01-18 2021-12-31 13F Tesla Motors COM 88160R101 227 227 240 0.0728
2021-05-05 2021-03-31 13F Tesla Motors COM 88160R101 0 -448 -100.00 0 -100.00
2021-01-29 2020-12-31 13F Tesla Motors COM 88160R101 448 -284 -38.80 316 0.64 0.0508
2020-10-14 2020-09-30 13F Tesla Motors COM 88160R101 732 554 311.24 314 18.49 0.1312
2020-08-06 2020-06-30 13F Tesla Motors COM 88160R101 178 178 265 0.1144
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.