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Disclosery

Ascentis Wealth Management, LLC: AVTR position timeline

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

Ascentis Wealth Management, LLC held 0 AVTR shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -14,927 shares

    13F-HR 0001845003-26-000001 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 14,927 shares
    Change vs previous 13F -9,760 shares

    0.03% of the 13F portfolio, value $186,289.

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

    • Ascentis Independent Advisors: 14,927 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  3. period ended2025-06-30
    13F 24,687 shares
    Change vs previous 13F +5,623 shares

    0.04% of the 13F portfolio, value $337,043.

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

    • Ascentis Independent Advisors: 14,345 shares
    • Ascentis Wealth Management, LLC: 10,342 shares

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

  4. period ended2025-03-31
    13F 19,064 shares
    Change vs previous 13F +13,831 shares

    0.04% of the 13F portfolio, value $305,540.

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

    • Ascentis Independent Advisors: 10,567 shares
    • Ascentis Wealth Management, LLC: 8,497 shares

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

  5. period ended2024-12-31
    13F 5,233 shares
    Change vs previous 13F -5,958 shares

    0.03% of the 13F portfolio, value $110,257.

    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: 5,233 shares

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

  6. period ended2024-09-30
    13F/A 11,191 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $289,472.

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

    • Ascentis Independent Advisors: 5,825 shares
    • Ascentis Wealth Management, LLC: 5,366 shares

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