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Disclosery

Ascentis Wealth Management, LLC

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Filer group, 2 members, built by the linking rules

Ascentis Wealth Management, LLC is a filer group of 2 members, 2 of them filing 13F reports, with 32 filings between them.

Members

Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).

MemberKindQuartersEvidence
Ascentis Independent AdvisorsCIK 184500313F filerall
Ascentis Wealth Management, LLCCIK 203260213F filerall

Filings of the group

The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.

FilingSubjectFiledAcceptedIngested
13F-HR/A 0001845003-26-000007 Quarter ended 2026-06-302026-08-04acceptance time not in the bulk data set
13F-HR/A 0002032602-26-000007 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR 0001845003-26-000005 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR/A 0002032602-26-000006 Quarter ended 2026-06-302026-07-28acceptance time not in the bulk data set
13F-HR 0002032602-26-000004 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0001845003-26-000004 Quarter ended 2026-03-312026-04-28acceptance time not in the bulk data set
13F-HR 0002032602-26-000003 Quarter ended 2026-03-312026-04-28acceptance time not in the bulk data set
13F-HR 0001845003-26-000001 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0002032602-26-000001 Quarter ended 2025-12-312026-01-14acceptance time not in the bulk data set
13F-HR 0002032602-25-000005 Quarter ended 2025-09-302025-10-24acceptance time not in the bulk data set
13F-HR 0001845003-25-000006 Quarter ended 2025-09-302025-10-21acceptance time not in the bulk data set
13F-HR 0001979372-25-000006 Quarter ended 2025-06-302025-07-16acceptance time not in the bulk data set
13F-HR 0001845003-25-000004 Quarter ended 2025-06-302025-07-14acceptance time not in the bulk data set
13F-HR 0001845003-25-000002 Quarter ended 2025-03-312025-04-23acceptance time not in the bulk data set
13F-HR 0002032602-25-000001 Quarter ended 2025-03-312025-04-21acceptance time not in the bulk data set
13F-HR 0001845003-25-000001 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR 0001979372-25-000002 Quarter ended 2024-12-312025-01-10acceptance time not in the bulk data set
13F-HR/A 0001845003-24-000004 Quarter ended 2024-09-302024-10-29acceptance time not in the bulk data set
13F-HR 0001845003-24-000003 Quarter ended 2024-09-302024-10-25acceptance time not in the bulk data set
13F-HR 0001979372-24-000005 Quarter ended 2024-09-302024-10-11acceptance time not in the bulk data set
13F-HR 0001845003-24-000002 Quarter ended 2024-06-302024-07-29acceptance time not in the bulk data set
13F-HR 0001845003-24-000001 Quarter ended 2023-12-312024-02-02acceptance time not in the bulk data set
13F-HR 0001845003-23-000004 Quarter ended 2023-09-302023-10-20acceptance time not in the bulk data set
13F-HR 0001845003-23-000003 Quarter ended 2023-06-302023-07-19acceptance time not in the bulk data set
13F-HR 0001845003-23-000001 Quarter ended 2023-03-312023-06-01acceptance time not in the bulk data set
13F-HR/A 0001845003-22-000003 Quarter ended 2022-03-312022-05-18acceptance time not in the bulk data set
13F-HR 0001845003-22-000002 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001845003-22-000001 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001845003-21-000004 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001845003-21-000003 Quarter ended 2021-06-302021-08-12acceptance time not in the bulk data set
13F-HR 0001845003-21-000002 Quarter ended 2021-03-312021-05-13acceptance time not in the bulk data set
13F-HR 0001845003-21-000001 Quarter ended 2020-12-312021-02-08acceptance time not in the bulk data set