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Ascentis Wealth Management, LLC: BA position timeline

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

Ascentis Wealth Management, LLC held 1,262 BA 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 1,262 shares
    Change vs previous 13F -12,294 shares

    0.04% of the 13F portfolio, value $273,184.

    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: 32 shares
    • Ascentis Wealth Management, LLC: 1,230 shares

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

  2. period ended2026-03-31
    13F 13,556 shares
    Change vs previous 13F +6,752 shares

    0.15% of the 13F portfolio, value $2,698,043.

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

    • Ascentis Independent Advisors: 12,322 shares
    • Ascentis Wealth Management, LLC: 1,234 shares

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

  3. period ended2025-12-31
    13F 6,804 shares
    Change vs previous 13F +1,031 shares

    0.14% of the 13F portfolio, value $1,477,282.

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

    • Ascentis Independent Advisors: 6,034 shares
    • Ascentis Wealth Management, LLC: 770 shares

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

  4. period ended2025-09-30
    13F 5,773 shares
    Change vs previous 13F +727 shares

    0.12% of the 13F portfolio, value $1,245,986.

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

    • Ascentis Independent Advisors: 5,113 shares
    • Ascentis Wealth Management, LLC: 660 shares

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

  5. period ended2025-06-30
    13F 5,046 shares
    Change vs previous 13F -793 shares

    0.11% of the 13F portfolio, value $1,057,459.

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

    • Ascentis Independent Advisors: 4,376 shares
    • Ascentis Wealth Management, LLC: 670 shares

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

  6. period ended2025-03-31
    13F 5,839 shares
    Change vs previous 13F -1,010 shares

    0.12% of the 13F portfolio, value $994,270.

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

    • Ascentis Independent Advisors: 5,168 shares
    • Ascentis Wealth Management, LLC: 671 shares

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

  7. period ended2024-12-31
    13F 6,849 shares
    Change vs previous 13F +3,433 shares

    0.14% of the 13F portfolio, value $1,212,273.

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

    • Ascentis Independent Advisors: 5,953 shares
    • Ascentis Wealth Management, LLC: 896 shares

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

  8. period ended2024-09-30
    13F/A 3,416 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $519,365.

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

    • Ascentis Independent Advisors: 2,489 shares
    • Ascentis Wealth Management, LLC: 927 shares

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