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Ascentis Wealth Management, LLC: ATO position timeline

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

Ascentis Wealth Management, LLC held 4,030 ATO 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 4,030 shares
    Change vs previous 13F -7,614 shares

    0.1% of the 13F portfolio, value $694,217.

    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: 4,030 shares

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

  2. period ended2026-03-31
    13F 11,644 shares
    Change vs previous 13F +2,060 shares

    0.12% of the 13F portfolio, value $2,151,042.

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

    • Ascentis Independent Advisors: 6,296 shares
    • Ascentis Wealth Management, LLC: 5,348 shares

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

  3. period ended2025-12-31
    13F 9,584 shares
    Change vs previous 13F +2,748 shares

    0.15% of the 13F portfolio, value $1,606,548.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,752 shares
    • Ascentis Wealth Management, LLC: 4,832 shares

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

  4. period ended2025-09-30
    13F 6,836 shares
    Change vs previous 13F -565 shares

    0.11% of the 13F portfolio, value $1,167,163.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,680 shares
    • Ascentis Wealth Management, LLC: 4,156 shares

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

  5. period ended2025-06-30
    13F 7,401 shares
    Change vs previous 13F -304 shares

    0.12% of the 13F portfolio, value $1,138,465.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,854 shares
    • Ascentis Wealth Management, LLC: 4,547 shares

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

  6. period ended2025-03-31
    13F 7,705 shares
    Change vs previous 13F +33 shares

    0.14% of the 13F portfolio, value $1,192,542.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,173 shares
    • Ascentis Wealth Management, LLC: 4,532 shares

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

  7. period ended2024-12-31
    13F 7,672 shares
    Change vs previous 13F +5,687 shares

    0.13% of the 13F portfolio, value $1,068,433.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,191 shares
    • Ascentis Wealth Management, LLC: 4,481 shares

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

  8. period ended2024-09-30
    13F/A 1,985 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $275,330.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11 shares
    • Ascentis Wealth Management, LLC: 1,974 shares

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