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Ascentis Wealth Management, LLC: CMCSA position timeline

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

Ascentis Wealth Management, LLC held 1,807 CMCSA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,807 shares
    Change vs previous 13F -23,101 shares

    0.12% of the 13F portfolio, value $44,360.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 24,908 shares
    Change vs previous 13F +7,027 shares

    0.05% of the 13F portfolio, value $715,120.

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

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

  3. period ended2025-12-31
    13F 17,881 shares
    Change vs previous 13F -2,286 shares

    0.09% of the 13F portfolio, value $534,463.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    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 20,167 shares
    Change vs previous 13F +937 shares

    0.11% of the 13F portfolio, value $633,647.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    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 19,230 shares
    Change vs previous 13F +851 shares

    0.13% of the 13F portfolio, value $686,319.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    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 18,379 shares
    Change vs previous 13F -369 shares

    0.13% of the 13F portfolio, value $678,185.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,748 shares
    Change vs previous 13F -19,058 shares

    0.13% of the 13F portfolio, value $703,612.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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 37,806 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,579,100.

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

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