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Disclosery

Ascentis Wealth Management, LLC: ARR position timeline

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

Ascentis Wealth Management, LLC held 395,000 ARR 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 395,000 shares
    Change vs previous 13F +40,000 shares

    1.03% of the 13F portfolio, value $6,892,750.

    13F-HR/A 0002032602-26-000007 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).

  2. period ended2026-03-31
    13F 355,000 shares
    Change vs previous 13F +40,000 shares

    1.17% of the 13F portfolio, value $5,921,400.

    13F-HR 0002032602-26-000003 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).

  3. period ended2025-12-31
    13F 315,000 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $5,572,350.

    13F-HR 0002032602-26-000001 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).

  4. period ended2025-09-30
    13F 315,000 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,706,100.

    13F-HR 0002032602-25-000005 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).