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Ascentis Wealth Management, LLC: ANET position timeline

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

Ascentis Wealth Management, LLC held 482 ANET 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 482 shares
    Change vs previous 13F -3,799 shares

    0.01% of the 13F portfolio, value $81,874.

    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: 16 shares
    • Ascentis Wealth Management, LLC: 466 shares

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

  2. period ended2026-03-31
    13F 4,281 shares
    Change vs previous 13F +937 shares

    0.03% of the 13F portfolio, value $525,619.

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

    • Ascentis Independent Advisors: 4,103 shares
    • Ascentis Wealth Management, LLC: 178 shares

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

  3. period ended2025-12-31
    13F 3,344 shares
    Change vs previous 13F +66 shares

    0.04% of the 13F portfolio, value $438,162.

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

    • Ascentis Independent Advisors: 3,201 shares
    • Ascentis Wealth Management, LLC: 143 shares

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

  4. period ended2025-09-30
    13F 3,278 shares
    Change vs previous 13F +684 shares

    0.04% of the 13F portfolio, value $477,637.

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

    • Ascentis Independent Advisors: 2,374 shares
    • Ascentis Wealth Management, LLC: 904 shares

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

  5. period ended2025-06-30
    13F 2,594 shares
    Change vs previous 13F -267 shares

    0.03% of the 13F portfolio, value $265,392.

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

    • Ascentis Independent Advisors: 2,594 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 2,861 shares
    Change vs previous 13F +548 shares

    0.03% of the 13F portfolio, value $221,682.

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

    • Ascentis Independent Advisors: 2,849 shares
    • Ascentis Wealth Management, LLC: 12 shares

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

  7. period ended2024-12-31
    13F 2,313 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,655.

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

    • Ascentis Independent Advisors: 2,293 shares
    • Ascentis Wealth Management, LLC: 20 shares

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