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Ascentis Wealth Management, LLC: ADP position timeline

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

Ascentis Wealth Management, LLC held 1,112 ADP 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 1,112 shares
    Change vs previous 13F -3,078 shares

    0.04% of the 13F portfolio, value $249,114.

    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: 0 shares
    • Ascentis Wealth Management, LLC: 1,112 shares

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

  2. period ended2026-03-31
    13F 4,190 shares
    Change vs previous 13F -1,022 shares

    0.05% of the 13F portfolio, value $851,722.

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

    • Ascentis Independent Advisors: 2,453 shares
    • Ascentis Wealth Management, LLC: 1,737 shares

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

  3. period ended2025-12-31
    13F 5,212 shares
    Change vs previous 13F +454 shares

    0.13% of the 13F portfolio, value $1,340,983.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,373 shares
    • Ascentis Wealth Management, LLC: 2,839 shares

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

  4. period ended2025-09-30
    13F 4,758 shares
    Change vs previous 13F +235 shares

    0.13% of the 13F portfolio, value $1,396,909.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,762 shares
    • Ascentis Wealth Management, LLC: 2,996 shares

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

  5. period ended2025-06-30
    13F 4,523 shares
    Change vs previous 13F +187 shares

    0.15% of the 13F portfolio, value $1,400,033.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,750 shares
    • Ascentis Wealth Management, LLC: 2,773 shares

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

  6. period ended2025-03-31
    13F 4,336 shares
    Change vs previous 13F +2,877 shares

    0.16% of the 13F portfolio, value $1,327,585.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,779 shares
    • Ascentis Wealth Management, LLC: 2,557 shares

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

  7. period ended2024-12-31
    13F 1,459 shares
    Change vs previous 13F -5,249 shares

    0.13% of the 13F portfolio, value $427,271.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 1,459 shares

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

  8. period ended2024-09-30
    13F/A 6,708 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,856,525.

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

    • Ascentis Independent Advisors: 3,762 shares
    • Ascentis Wealth Management, LLC: 2,946 shares

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