Skip to content
Disclosery

Ascentis Wealth Management, LLC: AGIX position timeline

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

Ascentis Wealth Management, LLC held 326 AGIX 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 326 shares
    Change vs previous 13F -13,544 shares

    <0.01% of the 13F portfolio, value $15,286.

    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: 326 shares

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

  2. period ended2026-03-31
    13F 13,870 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $454,518.

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

    • Ascentis Independent Advisors: 13,510 shares
    • Ascentis Wealth Management, LLC: 360 shares

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