Skip to content
Disclosery

Ascentis Wealth Management, LLC: AAPL position timeline

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

Ascentis Wealth Management, LLC held 34,454 AAPL 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 34,454 shares
    Change vs previous 13F -244,763 shares

    1.42% of the 13F portfolio, value $9,973,355.

    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: 643 shares
    • Ascentis Wealth Management, LLC: 33,811 shares

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

  2. period ended2026-03-31
    13F 279,217 shares
    Change vs previous 13F +140,826 shares

    3.87% of the 13F portfolio, value $70,864,440.

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

    • Ascentis Independent Advisors: 247,516 shares
    • Ascentis Wealth Management, LLC: 31,701 shares

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

  3. period ended2025-12-31
    13F 138,391 shares
    Change vs previous 13F +3,186 shares

    3.6% of the 13F portfolio, value $37,626,697.

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

    • Ascentis Independent Advisors: 105,881 shares
    • Ascentis Wealth Management, LLC: 32,510 shares

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

  4. period ended2025-09-30
    13F 135,205 shares
    Change vs previous 13F +4,203 shares

    3.24% of the 13F portfolio, value $34,430,493.

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

    • Ascentis Independent Advisors: 102,263 shares
    • Ascentis Wealth Management, LLC: 32,942 shares

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

  5. period ended2025-06-30
    13F 131,002 shares
    Change vs previous 13F +4,818 shares

    2.81% of the 13F portfolio, value $26,954,270.

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

    • Ascentis Independent Advisors: 102,911 shares
    • Ascentis Wealth Management, LLC: 28,091 shares

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

  6. period ended2025-03-31
    13F 126,184 shares
    Change vs previous 13F -6,453 shares

    3.38% of the 13F portfolio, value $28,057,987.

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

    • Ascentis Independent Advisors: 101,547 shares
    • Ascentis Wealth Management, LLC: 24,637 shares

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

  7. period ended2024-12-31
    13F 132,637 shares
    Change vs previous 13F -7,638 shares

    3.92% of the 13F portfolio, value $33,215,421.

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

    • Ascentis Independent Advisors: 116,941 shares
    • Ascentis Wealth Management, LLC: 15,696 shares

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

  8. period ended2024-09-30
    13F/A 140,275 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $32,684,573.

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

    • Ascentis Independent Advisors: 124,972 shares
    • Ascentis Wealth Management, LLC: 15,303 shares

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