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Ascentis Wealth Management, LLC: DIVO position timeline

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

Ascentis Wealth Management, LLC held 42,576 DIVO 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 42,576 shares
    Change vs previous 13F -97,840 shares

    0.29% of the 13F portfolio, value $1,946,665.

    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: 0 shares
    • Ascentis Wealth Management, LLC: 42,576 shares

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

  2. period ended2026-03-31
    13F 140,416 shares
    Change vs previous 13F +2,980 shares

    0.34% of the 13F portfolio, value $6,297,673.

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

    • Ascentis Independent Advisors: 99,253 shares
    • Ascentis Wealth Management, LLC: 41,163 shares

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

  3. period ended2025-12-31
    13F 137,436 shares
    Change vs previous 13F +9,932 shares

    0.59% of the 13F portfolio, value $6,116,797.

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

    • Ascentis Independent Advisors: 92,502 shares
    • Ascentis Wealth Management, LLC: 44,934 shares

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

  4. period ended2025-09-30
    13F 127,504 shares
    Change vs previous 13F +4,146 shares

    0.53% of the 13F portfolio, value $5,683,838.

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

    • Ascentis Independent Advisors: 89,816 shares
    • Ascentis Wealth Management, LLC: 37,688 shares

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

  5. period ended2025-06-30
    13F 123,358 shares
    Change vs previous 13F +82,804 shares

    0.55% of the 13F portfolio, value $5,256,308.

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

    • Ascentis Independent Advisors: 85,363 shares
    • Ascentis Wealth Management, LLC: 37,995 shares

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

  6. period ended2025-03-31
    13F 40,554 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,652,761.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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