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Ascentis Wealth Management, LLC: CDNS position timeline

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

Ascentis Wealth Management, LLC held 14 CDNS 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 14 shares
    Change vs previous 13F -1,263 shares

    <0.01% of the 13F portfolio, value $5,254.

    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: 14 shares

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

  2. period ended2026-03-31
    13F 1,277 shares
    Change vs previous 13F +326 shares

    0.02% of the 13F portfolio, value $354,837.

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

    • Ascentis Independent Advisors: 1,263 shares
    • Ascentis Wealth Management, LLC: 14 shares

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

  3. period ended2025-12-31
    13F 951 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $297,263.

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

    • Ascentis Independent Advisors: 937 shares
    • Ascentis Wealth Management, LLC: 14 shares

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

  4. period ended2025-09-30
    13F 882 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $309,811.

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

    • Ascentis Independent Advisors: 868 shares
    • Ascentis Wealth Management, LLC: 14 shares

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

  5. period ended2025-06-30
    13F 874 shares
    Change vs previous 13F +853 shares

    0.03% of the 13F portfolio, value $269,341.

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

    • Ascentis Independent Advisors: 860 shares
    • Ascentis Wealth Management, LLC: 14 shares

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

  6. period ended2025-03-31
    13F 21 shares
    Change vs previous 13F -851 shares

    <0.01% of the 13F portfolio, value $5,433.

    13F-HR 0002032602-25-000001 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: 21 shares

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

  7. period ended2024-12-31
    13F 872 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $262,000.

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

    • Ascentis Independent Advisors: 859 shares
    • Ascentis Wealth Management, LLC: 13 shares

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

  8. period ended2024-09-30
    13F/A 1,012 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,278.

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

    • Ascentis Independent Advisors: 993 shares
    • Ascentis Wealth Management, LLC: 19 shares

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