Ascentis Wealth Management, LLC: APG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on APG, newest first. How the timeline and the estimate are built.
Ascentis Wealth Management, LLC held 0 APG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F/A 0 sharesChange vs previous 13F -186 shares
13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 186 sharesChange vs previous 13F +186 shares
<0.01% of the 13F portfolio, value $7,536.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -932 shares
13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 932 sharesChange vs previous 13F +784 shares
0.01% of the 13F portfolio, value $33,523.
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: 932 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 148 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4,886.
13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).