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AmeriServ Wealth Advisors: ASRV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AmeriServ Wealth Advisors on ASRV, newest first. How the timeline and the estimate are built.

AmeriServ Wealth Advisors held 889,464 ASRV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 889,464 shares
    Change vs previous 13F +374 shares

    2.3% of the 13F portfolio, value $3,451,122.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 889,090 shares
    Change vs previous 13F +381 shares

    2.05% of the 13F portfolio, value $3,218,505.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 888,709 shares
    Change vs previous 13F -2,061 shares

    1.65% of the 13F portfolio, value $2,834,984.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 890,770 shares
    Change vs previous 13F -52,531 shares

    1.31% of the 13F portfolio, value $2,583,233.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 943,301 shares
    Change vs previous 13F +40,946 shares

    1.42% of the 13F portfolio, value $2,867,636.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 902,355 shares
    Change vs previous 13F +100,525 shares

    1.27% of the 13F portfolio, value $2,192,724.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 801,830 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,148,906.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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