Skip to content
Disclosery

Ascentis Wealth Management, LLC: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on TSLA, newest first. How the timeline and the estimate are built.

Ascentis Wealth Management, LLC held 10,262 TSLA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 10,262 shares
    Change vs previous 13F -26,183 shares

    0.61% of the 13F portfolio, value $4,316,140.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13 shares
    • Ascentis Wealth Management, LLC: 10,249 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,445 shares
    Change vs previous 13F +14,732 shares

    0.74% of the 13F portfolio, value $13,548,422.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 28,413 shares
    • Ascentis Wealth Management, LLC: 8,032 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,713 shares
    Change vs previous 13F +437 shares

    0.93% of the 13F portfolio, value $9,764,734.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,272 shares
    • Ascentis Wealth Management, LLC: 7,441 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,276 shares
    Change vs previous 13F -136 shares

    0.89% of the 13F portfolio, value $9,461,831.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,983 shares
    • Ascentis Wealth Management, LLC: 7,293 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,412 shares
    Change vs previous 13F +4,679 shares

    0.7% of the 13F portfolio, value $6,683,513.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,383 shares
    • Ascentis Wealth Management, LLC: 7,029 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,733 shares
    Change vs previous 13F +4,305 shares

    0.53% of the 13F portfolio, value $4,380,571.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,938 shares
    • Ascentis Wealth Management, LLC: 4,795 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,428 shares
    Change vs previous 13F +271 shares

    0.59% of the 13F portfolio, value $5,018,920.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,329 shares
    • Ascentis Wealth Management, LLC: 1,099 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 12,157 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,180,626.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,053 shares
    • Ascentis Wealth Management, LLC: 1,104 shares

    Acceptance time not in the bulk data set (spec §4.2).