Skip to content
Disclosery

Ascentis Wealth Management, LLC: AEE position timeline

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

Ascentis Wealth Management, LLC held 2,957 AEE 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 2,957 shares
    Change vs previous 13F +494 shares

    0.05% of the 13F portfolio, value $334,237.

    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: 2,957 shares

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

  2. period ended2026-03-31
    13F 2,463 shares
    Change vs previous 13F +888 shares

    0.01% of the 13F portfolio, value $270,731.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 332 shares
    • Ascentis Wealth Management, LLC: 2,131 shares

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

  3. period ended2025-12-31
    13F 1,575 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $157,269.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    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 1,620 shares
    Change vs previous 13F +877 shares

    0.04% of the 13F portfolio, value $169,083.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    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 743 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $71,612.

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

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