OneAscent Wealth Management LLC

Position in TSLA — Tesla, Inc.

CIK 1844707 BIRMINGHAM, AL

Position in TSLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$534,582

+$98,148 QoQ

Shares Held

1,271

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#3,117

of 4,245 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

OneAscent Wealth Management LLC holds $1,170,648 across 3 Auto Manufacturers names. TSLA ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	1,271	$534,582
2	GM	General Motors Co	5,001	$385,477
3	F	Ford Motor Co	18,028	$250,589

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,582	1,271	+8.3%	Shares	Sole	2026-08-11
2026-03-31	$436,434	1,174	-1.8%	Shares	Sole	2026-04-21
2025-12-31	$537,415	1,195	+14.5%	Shares	Sole	2026-02-11
2025-09-30	$464,287	1,044	-35.2%	Shares	Sole	2025-10-31
2025-06-30	$512,067	1,612	+19.9%	Shares	Sole	2025-08-06
2025-03-31	$348,570	1,345	-27.7%	Shares	Sole	2025-05-05
2024-12-31	$751,142	1,860	-49.4%	Shares	Sole	2025-02-12
2024-09-30	$961,490	3,675	-14.7%	Shares	Sole	2024-11-07
2024-06-30	$852,269	4,307	-7.9%	Shares	Sole	2024-07-17
2024-03-31	$821,994	4,676	+6.0%	Shares	Sole	2024-04-16
2023-12-31	$1,096,045	4,411	+26.5%	Shares	Sole	2024-01-11
2023-09-30	$872,517	3,487	+111.8%	Shares	Sole	2023-10-13
2023-06-30	$430,873	1,646	-29.1%	Shares	Sole	2023-07-10
2023-03-31	$481,929	2,323	-15.8%	Shares	Sole	2023-04-17
2022-12-31	$339,730	2,758	+20.0%	Shares	Sole	2023-01-12
2022-09-30	$609,544	2,298	+198.8%	Shares	Sole	2022-11-02
2022-06-30	$517,859	769	-4.7%	Shares	Sole	2022-08-08
2022-03-31	$869,623	807	+87.2%	Shares	Sole	2022-05-12
2021-03-31	$287,877	431	+3.1%	Shares	Sole	2021-04-27
2020-12-31	$294,970	418	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.