Position in TM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,152
New position
Shares Held
25
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Ascentis Independent Advisors holds $11,473,529 across 12 Auto Manufacturers names. TM ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
28,413 | $10,562,529 | |
| 2 | GM |
General Motors Co
|
7,170 | $534,164 | |
| 3 | RIVN |
Rivian Automotive, Inc. / DE
|
17,569 | $264,412 | |
| 4 | F |
Ford Motor Co
|
6,637 | $76,589 | |
| 5 | STLA |
Stellantis N.V.
|
2,155 | $15,278 | |
| 6 | XPEV |
Xpeng Inc.
|
350 | $5,988 | |
| 7 | TM |
Toyota Motor Corp/
This page
|
25 | $5,152 | |
| 8 | LCID |
Lucid Group, Inc.
|
437 | $4,163 |
All Filings in TM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,152 | 25 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||