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Ascentis Wealth Management, LLC: COP position timeline

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

Ascentis Wealth Management, LLC held 453 COP 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 453 shares
    Change vs previous 13F -20,048 shares

    0.01% of the 13F portfolio, value $47,244.

    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: 46 shares
    • Ascentis Wealth Management, LLC: 407 shares

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

  2. period ended2026-03-31
    13F 20,501 shares
    Change vs previous 13F +4,316 shares

    0.15% of the 13F portfolio, value $2,706,279.

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

    • Ascentis Independent Advisors: 19,399 shares
    • Ascentis Wealth Management, LLC: 1,102 shares

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

  3. period ended2025-12-31
    13F 16,185 shares
    Change vs previous 13F -1,927 shares

    0.14% of the 13F portfolio, value $1,515,205.

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

    • Ascentis Independent Advisors: 15,198 shares
    • Ascentis Wealth Management, LLC: 987 shares

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

  4. period ended2025-09-30
    13F 18,112 shares
    Change vs previous 13F -2,919 shares

    0.16% of the 13F portfolio, value $1,713,389.

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

    • Ascentis Independent Advisors: 15,743 shares
    • Ascentis Wealth Management, LLC: 2,369 shares

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

  5. period ended2025-06-30
    13F 21,031 shares
    Change vs previous 13F +1,560 shares

    0.2% of the 13F portfolio, value $1,901,759.

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

    • Ascentis Independent Advisors: 14,754 shares
    • Ascentis Wealth Management, LLC: 6,277 shares

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

  6. period ended2025-03-31
    13F 19,471 shares
    Change vs previous 13F +6,672 shares

    0.25% of the 13F portfolio, value $2,047,602.

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

    • Ascentis Independent Advisors: 12,855 shares
    • Ascentis Wealth Management, LLC: 6,616 shares

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

  7. period ended2024-12-31
    13F 12,799 shares
    Change vs previous 13F -1,227 shares

    0.15% of the 13F portfolio, value $1,269,274.

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

    • Ascentis Independent Advisors: 12,105 shares
    • Ascentis Wealth Management, LLC: 694 shares

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

  8. period ended2024-09-30
    13F/A 14,026 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,476,644.

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

    • Ascentis Independent Advisors: 13,332 shares
    • Ascentis Wealth Management, LLC: 694 shares

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