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Ascentis Wealth Management, LLC: CINF position timeline

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

Ascentis Wealth Management, LLC held 1,709 CINF 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 1,709 shares
    Change vs previous 13F -6,584 shares

    0.05% of the 13F portfolio, value $316,395.

    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: 1,709 shares

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

  2. period ended2026-03-31
    13F 8,293 shares
    Change vs previous 13F +1,985 shares

    0.07% of the 13F portfolio, value $1,305,030.

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

    • Ascentis Independent Advisors: 3,966 shares
    • Ascentis Wealth Management, LLC: 4,327 shares

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

  3. period ended2025-12-31
    13F 6,308 shares
    Change vs previous 13F -1,072 shares

    0.1% of the 13F portfolio, value $1,030,223.

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

    • Ascentis Independent Advisors: 2,172 shares
    • Ascentis Wealth Management, LLC: 4,136 shares

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

  4. period ended2025-09-30
    13F 7,380 shares
    Change vs previous 13F -714 shares

    0.11% of the 13F portfolio, value $1,166,872.

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

    • Ascentis Independent Advisors: 2,914 shares
    • Ascentis Wealth Management, LLC: 4,466 shares

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

  5. period ended2025-06-30
    13F 8,094 shares
    Change vs previous 13F -694 shares

    0.13% of the 13F portfolio, value $1,207,660.

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

    • Ascentis Independent Advisors: 3,089 shares
    • Ascentis Wealth Management, LLC: 5,005 shares

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

  6. period ended2025-03-31
    13F 8,788 shares
    Change vs previous 13F +352 shares

    0.16% of the 13F portfolio, value $1,296,649.

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

    • Ascentis Independent Advisors: 3,271 shares
    • Ascentis Wealth Management, LLC: 5,517 shares

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

  7. period ended2024-12-31
    13F 8,436 shares
    Change vs previous 13F -3,142 shares

    0.14% of the 13F portfolio, value $1,212,260.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,602 shares
    • Ascentis Wealth Management, LLC: 4,834 shares

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

  8. period ended2024-09-30
    13F/A 11,578 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,575,926.

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

    • Ascentis Independent Advisors: 6,480 shares
    • Ascentis Wealth Management, LLC: 5,098 shares

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