Ascentis Wealth Management, LLC: CYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on CYD, newest first. How the timeline and the estimate are built.
Ascentis Wealth Management, LLC held 402 CYD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F/A 402 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $19,057.
13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 395 sharesChange vs previous 13F +188 shares
<0.01% of the 13F portfolio, value $15,207.
13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 207 sharesChange vs previous 13F +12 shares
<0.01% of the 13F portfolio, value $7,348.
13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 195 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $8,066.
13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).