Skip to content
Disclosery

Ascentis Wealth Management, LLC: CRM position timeline

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

Ascentis Wealth Management, LLC held 2,788 CRM 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 2,788 shares
    Change vs previous 13F -19,495 shares

    0.06% of the 13F portfolio, value $436,764.

    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: 27 shares
    • Ascentis Wealth Management, LLC: 2,761 shares

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

  2. period ended2026-03-31
    13F 22,283 shares
    Change vs previous 13F +132 shares

    0.23% of the 13F portfolio, value $4,159,562.

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

    • Ascentis Independent Advisors: 19,518 shares
    • Ascentis Wealth Management, LLC: 2,765 shares

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

  3. period ended2025-12-31
    13F 22,151 shares
    Change vs previous 13F -1,322 shares

    0.56% of the 13F portfolio, value $5,868,016.

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

    • Ascentis Independent Advisors: 20,685 shares
    • Ascentis Wealth Management, LLC: 1,466 shares

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

  4. period ended2025-09-30
    13F 23,473 shares
    Change vs previous 13F -1,709 shares

    0.52% of the 13F portfolio, value $5,563,183.

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

    • Ascentis Independent Advisors: 20,999 shares
    • Ascentis Wealth Management, LLC: 2,474 shares

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

  5. period ended2025-06-30
    13F 25,182 shares
    Change vs previous 13F +1,610 shares

    0.72% of the 13F portfolio, value $6,865,041.

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

    • Ascentis Independent Advisors: 22,528 shares
    • Ascentis Wealth Management, LLC: 2,654 shares

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

  6. period ended2025-03-31
    13F 23,572 shares
    Change vs previous 13F +686 shares

    0.76% of the 13F portfolio, value $6,331,021.

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

    • Ascentis Independent Advisors: 20,860 shares
    • Ascentis Wealth Management, LLC: 2,712 shares

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

  7. period ended2024-12-31
    13F 22,886 shares
    Change vs previous 13F -1,418 shares

    0.9% of the 13F portfolio, value $7,651,437.

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

    • Ascentis Independent Advisors: 20,782 shares
    • Ascentis Wealth Management, LLC: 2,104 shares

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

  8. period ended2024-09-30
    13F/A 24,304 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,652,310.

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

    • Ascentis Independent Advisors: 22,193 shares
    • Ascentis Wealth Management, LLC: 2,111 shares

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