Ascentis Wealth Management, LLC

Position in TSLA — Tesla, Inc.

CIK 2032602 DALLAS, TX

Position in TSLA

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

Position Value

$4,310,673

+$1,324,780 QoQ

Shares Held

10,249

+27.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,285

of 4,245 holders

Holding Since

Sep 2024

8 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. TSLA ranks #1 (97.1% of the industry book) .

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

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,310,673	10,249	+27.6%	Shares	Sole	2026-07-30
2026-03-31	$2,985,893	8,032	+7.9%	Shares	Sole	2026-04-28
2025-12-31	$3,346,330	7,441	+2.0%	Shares	Sole	2026-01-14
2025-09-30	$3,243,311	7,293	+3.8%	Shares	Sole	2025-10-24
2025-06-30	$2,232,796	7,029	+46.6%	Shares	Sole	2025-07-16
2025-03-31	$1,242,641	4,795	+336.3%	Shares	Sole	2025-04-21
2024-12-31	$443,817	1,099	-0.5%	Shares	Sole	2025-01-10
2024-09-30	$288,834	1,104	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.