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Ascentis Wealth Management, LLC: APH position timeline

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

Ascentis Wealth Management, LLC held 7,098 APH 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 7,098 shares
    Change vs previous 13F -6,342 shares

    0.18% of the 13F portfolio, value $1,251,618.

    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: 17 shares
    • Ascentis Wealth Management, LLC: 7,081 shares

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

  2. period ended2026-03-31
    13F 13,440 shares
    Change vs previous 13F +9,922 shares

    0.09% of the 13F portfolio, value $1,698,177.

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

    • Ascentis Independent Advisors: 6,672 shares
    • Ascentis Wealth Management, LLC: 6,768 shares

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

  3. period ended2025-12-31
    13F 3,518 shares
    Change vs previous 13F -326 shares

    0.05% of the 13F portfolio, value $475,419.

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

    • Ascentis Independent Advisors: 3,171 shares
    • Ascentis Wealth Management, LLC: 347 shares

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

  4. period ended2025-09-30
    13F 3,844 shares
    Change vs previous 13F +894 shares

    0.04% of the 13F portfolio, value $475,693.

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

    • Ascentis Independent Advisors: 3,435 shares
    • Ascentis Wealth Management, LLC: 409 shares

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

  5. period ended2025-06-30
    13F 2,950 shares
    Change vs previous 13F +2,586 shares

    0.03% of the 13F portfolio, value $290,810.

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

    • Ascentis Independent Advisors: 2,582 shares
    • Ascentis Wealth Management, LLC: 368 shares

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

  6. period ended2025-03-31
    13F 364 shares
    Change vs previous 13F -898 shares

    0.01% of the 13F portfolio, value $24,048.

    13F-HR 0002032602-25-000001 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).

  7. period ended2024-12-31
    13F 1,262 shares
    Change vs previous 13F -2,390 shares

    0.03% of the 13F portfolio, value $87,641.

    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: 1,262 shares

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

  8. period ended2024-09-30
    13F/A 3,652 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $237,933.

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

    • Ascentis Independent Advisors: 2,402 shares
    • Ascentis Wealth Management, LLC: 1,250 shares

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