Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionKWB Wealth
Latest Disclosed Ownership1,939 shares
Latest Disclosed Value $ 872,007
KWB Wealth reports 18.38% increase in ownership of TSLA / Tesla, Inc.

On April 8, 2026 - KWB Wealth filed a 13F-HR form disclosing ownership of 1,939 shares of Tesla, Inc. (CH:TSLA) valued at $872,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1,638 shares of Tesla, Inc.. This represents a change in shares of 18.38% 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)
2026-04-08 2026-03-31 13F TESLA COM 88160R101 1,939 301 18.38 872 18.48 0.0863
2026-01-12 2025-12-31 13F TESLA COM 88160R101 1,638 305 22.88 736 74.00 0.0698
2025-10-08 2025-09-30 13F TESLA COM 88160R101 1,333 -48 -3.48 423 18.49 0.0468
2025-07-17 2025-06-30 13F TESLA COM 88160R101 1,381 33 2.45 358 -34.37 0.0435
2025-04-10 2025-03-31 13F TESLA COM 88160R101 1,348 0 0.00 544 54.55 0.0657
2025-01-14 2024-12-31 13F TESLA COM 88160R101 1,348 0 0.00 353 32.33 0.0437
2024-10-07 2024-09-30 13F TESLA COM 88160R101 1,348 0 0.00 267 12.71 0.0348
2024-07-24 2024-06-30 13F TESLA COM 88160R101 1,348 0 0.00 237 0.00 0.0326
2024-04-19 2024-03-31 13F TESLA COM 88160R101 1,348 0 0.00 237 -29.34 0.0319
2024-01-10 2023-12-31 13F TESLA COM 88160R101 1,348 0 0.00 335 -5.11 0.0483
2023-10-11 2023-09-30 13F TESLA COM 88160R101 1,348 0 0.00 353 0.00 0.0566
2023-07-24 2023-06-30 13F TESLA COM 88160R101 1,348 1,348 353 0.0558
2023-02-10 2022-12-31 13F TESLA COM 88160R101 0 -1,456 -100.00 0 -100.00
2022-11-14 2022-09-30 13F TESLA COM 88160R101 1,456 936 180.00 386 10.29 0.0771
2022-08-10 2022-06-30 13F TESLA COM 88160R101 520 -49 -8.61 350 -41.76 0.0674
2022-05-10 2022-03-31 13F TESLA COM 88160R101 569 0 0.00 601 0.00 0.1002
2022-02-02 2021-12-31 13F TESLA COM 88160R101 569 -18 -3.07 601 32.09 0.0999
2021-11-12 2021-09-30 13F TESLA COM 88160R101 587 90 18.11 455 37.05 0.0808
2021-08-10 2021-06-30 13F TESLA COM 88160R101 497 0 0.00 332 0.00 0.0637
2021-05-10 2021-03-31 13F TESLA COM 88160R101 497 -90 -15.33 332 -19.81 0.0634
2021-02-10 2020-12-31 13F TESLA COM 88160R101 587 587 414 0.0861
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.