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Ascension Capital Advisors, Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascension Capital Advisors, Inc. on SPY, newest first. How the timeline and the estimate are built.

Ascension Capital Advisors, Inc. held 4,424 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,424 shares
    Change vs previous 13F -158 shares

    0.93% of the 13F portfolio, value $3,303,710.

    13F-HR 0001689227-26-000004 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,582 shares
    Change vs previous 13F +2,406 shares

    0.94% of the 13F portfolio, value $2,979,858.

    13F-HR 0001689227-26-000003 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,176 shares
    Change vs previous 13F +111 shares

    0.51% of the 13F portfolio, value $1,483,858.

    13F-HR 0001689227-26-000001 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,065 shares
    Change vs previous 13F -30 shares

    0.54% of the 13F portfolio, value $1,375,662.

    13F-HR 0001689227-25-000003 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,095 shares
    Change vs previous 13F -14,891 shares

    0.54% of the 13F portfolio, value $1,294,396.

    13F-HR 0001085146-25-004678 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,986 shares
    Change vs previous 13F -169 shares

    4.34% of the 13F portfolio, value $9,501,799.

    13F-HR 0001085146-25-002618 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 17,155 shares
    Change vs previous 13F -89 shares

    4.38% of the 13F portfolio, value $10,054,202.

    13F-HR 0001085146-25-000781 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,244 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $9,893,917.

    13F-HR 0001085146-24-005265 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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