Ascentis Independent Advisors

Position in TSLA — Tesla, Inc.

CIK 1845003 DALLAS, TX

Position in TSLA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$10,562,529

+$4,144,126 QoQ

Shares Held

28,413

+99.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Ascentis Independent Advisors holds $11,473,529 across 12 Auto Manufacturers names. TSLA ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	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/	25	$5,152
8	LCID	Lucid Group, Inc.	437	$4,163

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,562,529	28,413	+99.1%	Shares	Sole	2026-04-28
2025-12-31	$6,418,403	14,272	+2.1%	Shares	Sole	2026-01-29
2025-09-30	$6,218,519	13,983	-2.8%	Shares	Sole	2025-10-21
2025-06-30	$4,568,903	14,383	+20.5%	Shares	Sole	2025-07-14
2025-03-31	$3,093,852	11,938	+5.4%	Shares	Sole	2025-04-23
2024-12-31	$4,575,103	11,329	+6229.1%	Shares	Sole	2025-01-24
2024-09-30	$46,827	179	-98.4%	Shares	Sole	2024-10-29
2024-06-30	$2,185,980	11,047	-16.9%	Shares	Sole	2024-07-29
2023-12-31	$3,303,541	13,295	+117.4%	Shares	Sole	2024-02-02
2023-09-30	$1,530,345	6,116	-2.2%	Shares	Sole	2023-10-20
2023-06-30	$1,637,109	6,254	+447.6%	Shares	Sole	2023-07-19
2021-06-30	$258,739	1,142	+9.3%	Shares	Sole	2021-08-12
2021-03-31	$232,662	1,045	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.