Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionTrueWealth Advisors, LLC
Latest Disclosed Ownership4,420 shares
Latest Disclosed Value $ 1,643,135
TrueWealth Advisors, LLC reports 6.38% increase in ownership of TSLA / Tesla, Inc.

On April 9, 2026 - TrueWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 4,420 shares of Tesla, Inc. (CH:TSLA) valued at $1,643,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 4,155 shares of Tesla, Inc.. This represents a change in shares of 6.38% 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)
2026-04-09 2026-03-31 13F TESLA COM 88160R101 4,420 265 6.38 1,643 -12.04 0.4133
2026-01-07 2025-12-31 13F TESLA COM 88160R101 4,155 -356 -7.89 1,869 -6.88 0.4839
2025-10-15 2025-09-30 13F TESLA COM 88160R101 4,511 448 11.03 2,006 55.50 0.5427
2025-07-03 2025-06-30 13F TESLA COM 88160R101 4,063 85 2.14 1,291 25.24 0.3820
2025-04-10 2025-03-31 13F TESLA COM 88160R101 3,978 75 1.92 1,031 -34.64 0.3386
2025-01-15 2024-12-31 13F TESLA COM 88160R101 3,903 -1,023 -20.77 1,576 22.36 0.5261
2024-10-29 2024-09-30 13F TESLA COM 88160R101 4,926 338 7.37 1,289 42.01 0.4306
2024-07-24 2024-06-30 13F TESLA COM 88160R101 4,588 686 17.58 908 32.41 0.3359
2024-04-23 2024-03-31 13F TESLA COM 88160R101 3,902 207 5.60 686 -25.38 0.2649
2024-02-08 2023-12-31 13F TESLA COM 88160R101 3,695 -137 -3.58 918 -4.18 0.3560
2023-11-07 2023-09-30 13F TESLA COM 88160R101 3,832 107 2.87 959 -1.74 0.4046
2023-07-31 2023-06-30 13F TESLA COM 88160R101 3,725 0 0.00 975 26.30 0.4002
2023-04-19 2023-03-31 13F TESLA COM 88160R101 3,725 0 0.00 773 68.56 0.3242
2023-01-23 2022-12-31 13F TESLA COM 88160R101 3,725 50 1.36 459 -53.03 0.2007
2022-10-21 2022-09-30 13F TESLA COM 88160R101 3,675 2,450 200.00 975 18.18 0.4619
2022-07-27 2022-06-30 13F TESLA COM 88160R101 1,225 125 11.36 825 -29.00 0.3836
2022-05-05 2022-03-31 13F/A-1 TESLA COM 88160R101 1,100 0 0.00 1,162 0.00 0.5216
2022-05-04 2022-03-31 13F TESLA COM 88160R101 1,225 125 1,114 0.5057
2022-02-02 2021-12-31 13F TESLA COM 88160R101 1,100 100 10.00 1,162 49.94 0.5216
2021-10-25 2021-09-30 13F TESLA COM 88160R101 1,000 0 0.00 775 13.97 0.4360
2021-07-23 2021-06-30 13F TESLA COM 88160R101 1,000 -50 -4.76 680 -9.93 0.3969
2021-04-22 2021-03-31 13F TESLA COM 88160R101 1,050 0 0.00 755 -11.38 0.4904
2021-01-25 2020-12-31 13F TESLA COM 88160R101 1,050 1,050 852 0.7322
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.