Tesla, Inc.
US ˙ NasdaqGS ˙ US88160R1014

SecurityTSLA / Tesla, Inc.
InstitutionUllmann Financial Group, Inc.
Latest Disclosed Ownership3,091 shares
Latest Disclosed Value $ 1,149,065
Ullmann Financial Group, Inc. reports 7.07% increase in ownership of TSLA / Tesla, Inc.

On April 13, 2026 - Ullmann Financial Group, Inc. filed a 13F-HR form disclosing ownership of 3,091 shares of Tesla, Inc. (US:TSLA) valued at $1,149,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,887 shares of Tesla, Inc.. This represents a change in shares of 7.07% during the quarter. The current value of the position is $1,309,657 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)
2026-04-13 2026-03-31 13F TESLA COM 88160R101 3,091 204 7.07 1,149 -12.76 0.1193
2026-02-12 2025-12-31 13F TESLA COM 88160R101 2,887 6 0.21 1,318 2.81 0.1372
2025-10-17 2025-09-30 13F TESLA COM 88160R101 2,881 -16 -0.55 1,281 39.24 0.1400
2025-07-11 2025-06-30 13F TESLA COM 88160R101 2,897 527 22.24 920 49.84 0.1087
2025-04-11 2025-03-31 13F TESLA COM 88160R101 2,370 -376 -13.69 614 -44.58 0.0816
2025-01-15 2024-12-31 13F TESLA COM 88160R101 2,746 286 11.63 1,109 72.32 0.1431
2024-10-15 2024-09-30 13F TESLA COM 88160R101 2,460 594 31.83 644 74.25 0.0833
2024-08-08 2024-06-30 13F TESLA COM 88160R101 1,866 252 15.61 369 30.39 0.0527
2024-05-10 2024-03-31 13F TESLA COM 88160R101 1,614 192 13.50 284 -19.83 0.0422
2024-01-11 2023-12-31 13F TESLA COM 88160R101 1,422 308 27.65 353 26.98 0.0577
2023-10-13 2023-09-30 13F TESLA COM 88160R101 1,114 201 22.02 279 16.81 0.0521
2023-07-14 2023-06-30 13F TESLA COM 88160R101 913 913 239 0.0479
2017-11-14 2017-09-30 13F Tesla Motors COM 88160R101 0 -175 -100.00 0 -100.00
2017-07-24 2017-06-30 13F Tesla Motors COM 88160R101 175 -75 -30.00 63 -8.70 0.0453
2017-05-26 2017-03-31 13F Tesla Motors COM 88160R101 250 250 69 0.0571
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.