Skip to content
Disclosery

Ascentis Wealth Management, LLC: ASML position timeline

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

Ascentis Wealth Management, LLC held 399 ASML 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 399 shares
    Change vs previous 13F -2,069 shares

    0.12% of the 13F portfolio, value $793,785.

    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: 399 shares

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

  2. period ended2026-03-31
    13F 2,468 shares
    Change vs previous 13F +961 shares

    0.18% of the 13F portfolio, value $3,260,194.

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

    • Ascentis Independent Advisors: 2,069 shares
    • Ascentis Wealth Management, LLC: 399 shares

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

  3. period ended2025-12-31
    13F 1,507 shares
    Change vs previous 13F -12 shares

    0.15% of the 13F portfolio, value $1,612,579.

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

    • Ascentis Independent Advisors: 1,108 shares
    • Ascentis Wealth Management, LLC: 399 shares

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

  4. period ended2025-09-30
    13F 1,519 shares
    Change vs previous 13F +242 shares

    0.14% of the 13F portfolio, value $1,470,781.

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

    • Ascentis Independent Advisors: 1,120 shares
    • Ascentis Wealth Management, LLC: 399 shares

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

  5. period ended2025-06-30
    13F 1,277 shares
    Change vs previous 13F -11 shares

    0.11% of the 13F portfolio, value $1,021,180.

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

    • Ascentis Independent Advisors: 1,059 shares
    • Ascentis Wealth Management, LLC: 218 shares

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

  6. period ended2025-03-31
    13F 1,288 shares
    Change vs previous 13F +203 shares

    0.1% of the 13F portfolio, value $854,290.

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

    • Ascentis Independent Advisors: 1,141 shares
    • Ascentis Wealth Management, LLC: 147 shares

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

  7. period ended2024-12-31
    13F 1,085 shares
    Change vs previous 13F +338 shares

    0.14% of the 13F portfolio, value $752,113.

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

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

  8. period ended2024-09-30
    13F/A 747 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $622,546.

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

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