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Ascentis Wealth Management, LLC: BSX position timeline

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

Ascentis Wealth Management, LLC held 4,239 BSX 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 4,239 shares
    Change vs previous 13F -7,040 shares

    0.03% of the 13F portfolio, value $180,902.

    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: 46 shares
    • Ascentis Wealth Management, LLC: 4,193 shares

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

  2. period ended2026-03-31
    13F 11,279 shares
    Change vs previous 13F -2,774 shares

    0.04% of the 13F portfolio, value $707,755.

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

    • Ascentis Independent Advisors: 10,782 shares
    • Ascentis Wealth Management, LLC: 497 shares

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

  3. period ended2025-12-31
    13F 14,053 shares
    Change vs previous 13F +2,124 shares

    0.13% of the 13F portfolio, value $1,339,941.

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

    • Ascentis Independent Advisors: 12,280 shares
    • Ascentis Wealth Management, LLC: 1,773 shares

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

  4. period ended2025-09-30
    13F 11,929 shares
    Change vs previous 13F +2,142 shares

    0.11% of the 13F portfolio, value $1,164,608.

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

    • Ascentis Independent Advisors: 9,805 shares
    • Ascentis Wealth Management, LLC: 2,124 shares

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

  5. period ended2025-06-30
    13F 9,787 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $1,051,222.

    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 9,789 shares
    Change vs previous 13F -1,079 shares

    0.2% of the 13F portfolio, value $987,514.

    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 10,868 shares
    Change vs previous 13F -1,848 shares

    0.19% of the 13F portfolio, value $970,730.

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

    • Ascentis Independent Advisors: 10,868 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F/A 12,716 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,065,597.

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

    • Ascentis Independent Advisors: 11,651 shares
    • Ascentis Wealth Management, LLC: 1,065 shares

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