Tesla, Inc.
GB ˙ BATS-CHIXE ˙ US88160R1014
SecurityGB:TL0D / Tesla, Inc.
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership804 shares
Latest Disclosed Value $ 298,887
Altfest L J & Co Inc reports 14.20% increase in ownership of TL0D / Tesla, Inc.

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 804 shares of Tesla, Inc. (GB:TL0D) valued at $298,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 704 shares of Tesla, Inc.. This represents a change in shares of 14.20% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F TESLA COM 88160R101 804 100 14.20 299 -5.70 0.0318
2026-01-23 2025-12-31 13F TESLA COM 88160R101 704 59 9.15 317 10.49 0.0347
2025-10-21 2025-09-30 13F TESLA COM 88160R101 645 -426 -39.78 287 -15.88 0.0320
2025-08-08 2025-06-30 13F TESLA COM 88160R101 1,071 -506 -32.09 340 -16.67 0.0401
2025-05-09 2025-03-31 13F TESLA COM 88160R101 1,577 -262 -14.25 409 -45.01 0.0512
2025-02-07 2024-12-31 13F TESLA COM 88160R101 1,839 512 38.58 743 0.0947
2024-11-05 2024-09-30 13F TESLA COM 88160R101 1,327 229 20.86 0 0.0462
2024-08-07 2024-06-30 13F TESLA COM 88160R101 1,098 1,098 0 0.0296
2024-04-22 2024-03-31 13F TESLA COM 88160R101 0 -830 -100.00 0 0.0000
2024-01-18 2023-12-31 13F TESLA COM 88160R101 830 0 0.00 0 0.0299
2023-10-26 2023-09-30 13F TESLA COM 88160R101 830 -51 -5.79 0 0.0328
2023-08-09 2023-06-30 13F TESLA COM 88160R101 881 881 0 0.0347
2022-05-02 2022-03-31 13F TESLA COM 88160R101 0 -194 -100.00 0 -100.00
2022-01-24 2021-12-31 13F TESLA COM 88160R101 194 194 205 0.0391
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.