Skip to content
Disclosery

Ascentis Wealth Management, LLC: CHRW position timeline

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

Ascentis Wealth Management, LLC held 4,015 CHRW 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 4,015 shares
    Change vs previous 13F -3,955 shares

    0.11% of the 13F portfolio, value $756,154.

    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: 4,015 shares

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

  2. period ended2026-03-31
    13F 7,970 shares
    Change vs previous 13F +1,302 shares

    0.07% of the 13F portfolio, value $1,323,604.

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

    • Ascentis Independent Advisors: 3,659 shares
    • Ascentis Wealth Management, LLC: 4,311 shares

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

  3. period ended2025-12-31
    13F 6,668 shares
    Change vs previous 13F +4,718 shares

    0.1% of the 13F portfolio, value $1,071,939.

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

    • Ascentis Independent Advisors: 2,462 shares
    • Ascentis Wealth Management, LLC: 4,206 shares

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

  4. period ended2025-09-30
    13F 1,950 shares
    Change vs previous 13F -2,823 shares

    0.05% of the 13F portfolio, value $258,172.

    13F-HR 0002032602-25-000005 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: 1,950 shares

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

  5. period ended2025-06-30
    13F 4,773 shares
    Change vs previous 13F -3,242 shares

    0.05% of the 13F portfolio, value $459,925.

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

    • Ascentis Independent Advisors: 3,948 shares
    • Ascentis Wealth Management, LLC: 825 shares

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

  6. period ended2025-03-31
    13F 8,015 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $822,247.

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

    • Ascentis Independent Advisors: 3,731 shares
    • Ascentis Wealth Management, LLC: 4,284 shares

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