Ascentis Wealth Management, LLC

Position in TM — Toyota Motor Corp/

CIK 2032602 DALLAS, TX

Position in TM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$44,968

-$10,058 QoQ

Shares Held

267

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#468

of 639 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $4,437,740 across 5 Auto Manufacturers names. TM ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	10,249	$4,310,673
2	F	Ford Motor Co	4,342	$60,353
3	TM	Toyota Motor Corp/ This page	267	$44,968
4	CYD	China Yuchai International Ltd	402	$19,057
5	RIVN	Rivian Automotive, Inc. / DE	155	$2,689

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,968	267	0.0%	Shares	Sole	2026-07-30
2026-03-31	$55,026	267	0.0%	Shares	Sole	2026-04-28
2025-12-31	$57,154	267	0.0%	Shares	Sole	2026-01-14
2025-09-30	$51,021	267	0.0%	Shares	Sole	2025-10-24
2025-06-30	$45,993	267	0.0%	Shares	Sole	2025-07-16
2025-03-31	$47,133	267	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.