Skip to content
Disclosery

Ascentis Wealth Management, LLC: BRO position timeline

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

Ascentis Wealth Management, LLC held 160 BRO 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 160 shares
    Change vs previous 13F -2,723 shares

    <0.01% of the 13F portfolio, value $10,263.

    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: 160 shares

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

  2. period ended2026-03-31
    13F 2,883 shares
    Change vs previous 13F +1,424 shares

    0.01% of the 13F portfolio, value $188,006.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,276 shares
    • Ascentis Wealth Management, LLC: 1,607 shares

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

  3. period ended2025-12-31
    13F 1,459 shares
    Change vs previous 13F -10,557 shares

    0.03% of the 13F portfolio, value $116,275.

    13F-HR 0002032602-26-000001 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: 1,459 shares

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

  4. period ended2025-09-30
    13F 12,016 shares
    Change vs previous 13F +325 shares

    0.11% of the 13F portfolio, value $1,127,091.

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

    • Ascentis Independent Advisors: 6,143 shares
    • Ascentis Wealth Management, LLC: 5,873 shares

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

  5. period ended2025-06-30
    13F 11,691 shares
    Change vs previous 13F -1,223 shares

    0.13% of the 13F portfolio, value $1,284,765.

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

    • Ascentis Independent Advisors: 5,579 shares
    • Ascentis Wealth Management, LLC: 6,112 shares

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

  6. period ended2025-03-31
    13F 12,914 shares
    Change vs previous 13F -1,061 shares

    0.19% of the 13F portfolio, value $1,604,895.

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

    • Ascentis Independent Advisors: 6,844 shares
    • Ascentis Wealth Management, LLC: 6,070 shares

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

  7. period ended2024-12-31
    13F 13,975 shares
    Change vs previous 13F -8,130 shares

    0.17% of the 13F portfolio, value $1,425,872.

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

    • Ascentis Independent Advisors: 7,876 shares
    • Ascentis Wealth Management, LLC: 6,099 shares

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

  8. period ended2024-09-30
    13F/A 22,105 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,290,863.

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

    • Ascentis Independent Advisors: 15,602 shares
    • Ascentis Wealth Management, LLC: 6,503 shares

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