Tesla, Inc.
IT ˙ BIT ˙ US88160R1014
360,85 € ↓ -7,95 (-2,16%)
2026-06-04
AKTIENPREIS
SecurityIT:1TSLA / Tesla, Inc.
InstitutionLVZ Advisors, Inc.
Latest Disclosed Ownership751 shares
Latest Disclosed Value $ 279,033
LVZ Advisors, Inc. reports 0.67% increase in ownership of 1TSLA / Tesla, Inc.

On April 28, 2026 - LVZ Advisors, Inc. filed a 13F-HR form disclosing ownership of 751 shares of Tesla, Inc. (IT:1TSLA) valued at $238,292 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 746 shares of Tesla, Inc.. This represents a change in shares of 0.67% during the quarter. The current value of the position is $270,998 USD.

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)
2026-04-28 2026-03-31 13F TESLA COM 88160R101 751 5 0.67 279 -16.72 0.0318
2026-02-10 2025-12-31 13F/A-1 TESLA COM 88160R101 746 19 2.61 335 3.72 0.0375
2026-02-02 2025-12-31 13F TESLA COM 88160R101 746 19 335 0.0375
2025-10-27 2025-09-30 13F TESLA COM 88160R101 727 0 0.00 323 40.43 0.0367
2025-07-15 2025-06-30 13F TESLA COM 88160R101 727 727 231 0.0277
2025-04-22 2025-03-31 13F TESLA COM 88160R101 0 -1,731 -100.00 0 -100.00
2025-02-06 2024-12-31 13F TESLA COM 88160R101 1,731 9 0.52 699 55.11 0.0896
2024-10-24 2024-09-30 13F TESLA COM 88160R101 1,722 -50 -2.82 450 28.57 0.0576
2024-07-24 2024-06-30 13F TESLA COM 88160R101 1,772 -20 -1.12 351 11.46 0.0478
2024-04-17 2024-03-31 13F TESLA COM 88160R101 1,792 -113 -5.93 315 -33.62 0.0428
2024-01-23 2023-12-31 13F TESLA COM 88160R101 1,905 148 8.42 473 7.74 0.0668
2023-11-08 2023-09-30 13F TESLA COM 88160R101 1,757 -158 -8.25 440 -12.38 0.0709
2023-07-18 2023-06-30 13F TESLA COM 88160R101 1,915 0 0.00 501 26.20 0.0699
2023-04-20 2023-03-31 13F TESLA COM 88160R101 1,915 0 0.00 397 68.94 0.0579
2023-01-17 2022-12-31 13F TESLA COM 88160R101 1,915 -90 -4.49 236 -55.83 0.0368
2022-10-11 2022-09-30 13F TESLA COM 88160R101 2,005 1,382 221.83 532 26.67 0.0924
2022-07-27 2022-06-30 13F TESLA COM 88160R101 623 70 12.66 420 -29.53 0.0704
2022-04-19 2022-03-31 13F TESLA COM 88160R101 553 -30 -5.15 596 -3.25 0.0829
2022-01-28 2021-12-31 13F TESLA COM 88160R101 583 33 6.00 616 44.26 0.0823
2021-10-27 2021-09-30 13F TESLA COM 88160R101 550 550 427 0.0611
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.