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Ascentis Wealth Management, LLC: AFL position timeline

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

Ascentis Wealth Management, LLC held 6,103 AFL 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 6,103 shares
    Change vs previous 13F -3,693 shares

    0.11% of the 13F portfolio, value $715,578.

    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: 6,103 shares

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

  2. period ended2026-03-31
    13F 9,796 shares
    Change vs previous 13F -4,031 shares

    0.06% of the 13F portfolio, value $1,074,788.

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

    • Ascentis Independent Advisors: 3,770 shares
    • Ascentis Wealth Management, LLC: 6,026 shares

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

  3. period ended2025-12-31
    13F 13,827 shares
    Change vs previous 13F +1,879 shares

    0.15% of the 13F portfolio, value $1,524,809.

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

    • Ascentis Independent Advisors: 4,864 shares
    • Ascentis Wealth Management, LLC: 8,963 shares

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

  4. period ended2025-09-30
    13F 11,948 shares
    Change vs previous 13F +117 shares

    0.13% of the 13F portfolio, value $1,334,739.

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

    • Ascentis Independent Advisors: 4,084 shares
    • Ascentis Wealth Management, LLC: 7,864 shares

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

  5. period ended2025-06-30
    13F 11,831 shares
    Change vs previous 13F +366 shares

    0.13% of the 13F portfolio, value $1,250,317.

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

    • Ascentis Independent Advisors: 3,751 shares
    • Ascentis Wealth Management, LLC: 8,080 shares

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

  6. period ended2025-03-31
    13F 11,465 shares
    Change vs previous 13F -207 shares

    0.15% of the 13F portfolio, value $1,284,260.

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

    • Ascentis Independent Advisors: 3,881 shares
    • Ascentis Wealth Management, LLC: 7,584 shares

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

  7. period ended2024-12-31
    13F 11,672 shares
    Change vs previous 13F -4,901 shares

    0.14% of the 13F portfolio, value $1,207,390.

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

    • Ascentis Independent Advisors: 4,165 shares
    • Ascentis Wealth Management, LLC: 7,507 shares

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

  8. period ended2024-09-30
    13F/A 16,573 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,855,854.

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

    • Ascentis Independent Advisors: 8,862 shares
    • Ascentis Wealth Management, LLC: 7,711 shares

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