Skip to content
Disclosery

Ascentis Wealth Management, LLC: COIN position timeline

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

Ascentis Wealth Management, LLC held 0 COIN 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 0 shares
    Change vs previous 13F -6,630 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,630 shares
    Change vs previous 13F +3,624 shares

    0.09% of the 13F portfolio, value $1,157,661.

    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 3,006 shares
    Change vs previous 13F -516 shares

    0.11% of the 13F portfolio, value $679,777.

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

    • Ascentis Independent Advisors: 3,006 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 3,522 shares
    Change vs previous 13F +246 shares

    0.11% of the 13F portfolio, value $1,188,628.

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

    • Ascentis Independent Advisors: 2,989 shares
    • Ascentis Wealth Management, LLC: 533 shares

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

  5. period ended2025-06-30
    13F 3,276 shares
    Change vs previous 13F +317 shares

    0.12% of the 13F portfolio, value $1,144,970.

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

    • Ascentis Independent Advisors: 3,063 shares
    • Ascentis Wealth Management, LLC: 213 shares

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

  6. period ended2025-03-31
    13F 2,959 shares
    Change vs previous 13F -78 shares

    0.1% of the 13F portfolio, value $509,629.

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

    • Ascentis Independent Advisors: 2,959 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 3,037 shares
    Change vs previous 13F -27 shares

    0.09% of the 13F portfolio, value $754,085.

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

    • Ascentis Independent Advisors: 2,863 shares
    • Ascentis Wealth Management, LLC: 174 shares

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

  8. period ended2024-09-30
    13F/A 3,064 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $545,912.

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

    • Ascentis Independent Advisors: 2,883 shares
    • Ascentis Wealth Management, LLC: 181 shares

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