Skip to content
Disclosery

Ascentis Wealth Management, LLC: BP position timeline

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

Ascentis Wealth Management, LLC held 1,546 BP 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 1,546 shares
    Change vs previous 13F -20,993 shares

    0.01% of the 13F portfolio, value $57,124.

    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: 1,546 shares

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

  2. period ended2026-03-31
    13F 22,539 shares
    Change vs previous 13F +9,647 shares

    0.06% of the 13F portfolio, value $1,059,351.

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

    • Ascentis Independent Advisors: 20,993 shares
    • Ascentis Wealth Management, LLC: 1,546 shares

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

  3. period ended2025-12-31
    13F 12,892 shares
    Change vs previous 13F +1,688 shares

    0.07% of the 13F portfolio, value $447,755.

    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).

  4. period ended2025-09-30
    13F 11,204 shares
    Change vs previous 13F +1,691 shares

    0.07% of the 13F portfolio, value $386,078.

    13F-HR 0001845003-25-000006 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).

  5. period ended2025-06-30
    13F 9,513 shares
    Change vs previous 13F +294 shares

    0.05% of the 13F portfolio, value $284,715.

    13F-HR 0001845003-25-000004 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).

  6. period ended2025-03-31
    13F 9,219 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $311,496.

    13F-HR 0001845003-25-000002 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).

  7. period ended2024-12-31
    13F 9,160 shares
    Change vs previous 13F +1,287 shares

    0.05% of the 13F portfolio, value $270,782.

    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 7,873 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $247,156.

    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).