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Ascentis Wealth Management, LLC: CAH position timeline

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

Ascentis Wealth Management, LLC held 7,645 CAH 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 7,645 shares
    Change vs previous 13F -4,395 shares

    0.26% of the 13F portfolio, value $1,816,090.

    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: 529 shares
    • Ascentis Wealth Management, LLC: 7,116 shares

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

  2. period ended2026-03-31
    13F 12,040 shares
    Change vs previous 13F +2,777 shares

    0.14% of the 13F portfolio, value $2,544,314.

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

    • Ascentis Independent Advisors: 5,352 shares
    • Ascentis Wealth Management, LLC: 6,688 shares

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

  3. period ended2025-12-31
    13F 9,263 shares
    Change vs previous 13F -1,614 shares

    0.18% of the 13F portfolio, value $1,903,584.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,039 shares
    • Ascentis Wealth Management, LLC: 6,224 shares

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

  4. period ended2025-09-30
    13F 10,877 shares
    Change vs previous 13F +503 shares

    0.16% of the 13F portfolio, value $1,707,363.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,982 shares
    • Ascentis Wealth Management, LLC: 7,895 shares

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

  5. period ended2025-06-30
    13F 10,374 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $1,716,493.

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

    • Ascentis Independent Advisors: 2,885 shares
    • Ascentis Wealth Management, LLC: 7,489 shares

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

  6. period ended2025-03-31
    13F 10,349 shares
    Change vs previous 13F +6,007 shares

    0.17% of the 13F portfolio, value $1,421,319.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,146 shares
    • Ascentis Wealth Management, LLC: 7,203 shares

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

  7. period ended2024-12-31
    13F 4,342 shares
    Change vs previous 13F -81 shares

    0.16% of the 13F portfolio, value $513,591.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    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 4,423 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $488,887.

    13F-HR 0001979372-24-000005 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: 4,423 shares

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