Manager × security

Baker Chad R TSLA holdings history

Who else holds this security? →

TESLA INC · CUSIP 88160R101 · CIK 1666470

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Baker Chad R reported 49.74K TSLA (shares), valued at $20.92M, or 3.38% of its reported non-derivative portfolio. Filed 2026-07-16.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
3.38%
Shares
49.74K
49,739
Reported value
$20.92M
USD

Shares unchanged; reported value increased 13.14%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20263.38%49,739SEC filing ↗Filed Jul 16, 2026
Q1 20263.49%49,739SEC filing ↗Filed Apr 17, 2026
Q4 20254.46%54,649SEC filing ↗Filed Jan 13, 2026
Q3 20254.65%60,785SEC filing ↗Filed Oct 16, 2025
Q2 20253.61%61,130SEC filing ↗Filed Jul 11, 2025
Q1 20253.23%61,130SEC filing ↗Filed Apr 16, 2025
Q4 20244.83%61,130SEC filing ↗Filed Jan 15, 2025
Q3 20243.14%61,130SEC filing ↗Filed Oct 18, 2024
Q2 20242.53%61,130SEC filing ↗Filed Jul 22, 2024
Q1 20242.29%61,130SEC filing ↗Filed Apr 17, 2024
Q4 20233.42%61,130SEC filing ↗Filed Jan 22, 2024
Q3 20233.86%61,130SEC filing ↗Filed Oct 17, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20233.86%61,130$15.30MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 17, 2023
Q4 20233.42%61,130$15.19MShares unchanged; reported value decreased 0.70%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 22, 2024
Q1 20242.29%61,130$10.75MShares unchanged; reported value decreased 29.25%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 17, 2024
Q2 20242.53%61,130$12.10MShares unchanged; reported value increased 12.57%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2024
Q3 20243.14%61,130$15.99MShares unchanged; reported value increased 32.22%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 18, 2024
Q4 20244.83%61,130$24.69MShares unchanged; reported value increased 54.36%, and weight changed +1.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 15, 2025
Q1 20253.23%61,130$15.84MShares unchanged; reported value decreased 35.83%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 16, 2025
Q2 20253.61%61,130$19.42MShares unchanged; reported value increased 22.57%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 11, 2025
Q3 20254.65%60,785$27.03MShares decreased 0.56%; reported value increased 39.21%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 16, 2025
Q4 20254.46%54,649$24.83MShares decreased 10.09%; reported value decreased 8.13%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 13, 2026
Q1 20263.49%49,739$18.49MShares decreased 8.98%; reported value decreased 25.54%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 17, 2026
Q2 20263.38%49,739$20.92MShares unchanged; reported value increased 13.14%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 16, 2026
Baker Chad R · TESLA INC

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1666470","quarter":"2026Q2","cusip":"88160R101"}

get_institutional_manager_history
{"cik":"1666470","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.