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Ascentis Wealth Management, LLC: CFIT position timeline

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

Ascentis Wealth Management, LLC held 234,935 CFIT 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 234,935 shares
    Change vs previous 13F -18,750 shares

    0.92% of the 13F portfolio, value $6,125,907.

    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: 234,935 shares

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

  2. period ended2026-03-31
    13F 253,685 shares
    Change vs previous 13F +55,109 shares

    0.34% of the 13F portfolio, value $6,291,181.

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

    • Ascentis Independent Advisors: 12,917 shares
    • Ascentis Wealth Management, LLC: 240,768 shares

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

  3. period ended2025-12-31
    13F 198,576 shares
    Change vs previous 13F -2,693 shares

    1.17% of the 13F portfolio, value $4,992,153.

    13F-HR 0002032602-26-000001 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).

  4. period ended2025-09-30
    13F 201,269 shares
    Change vs previous 13F +37,623 shares

    1.07% of the 13F portfolio, value $5,050,919.

    13F-HR 0002032602-25-000005 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).

  5. period ended2025-06-30
    13F 163,646 shares
    Change vs previous 13F +47,397 shares

    0.96% of the 13F portfolio, value $4,029,761.

    13F-HR 0001979372-25-000006 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).

  6. period ended2025-03-31
    13F 116,249 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,915,544.

    13F-HR 0002032602-25-000001 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).