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Ascentis Wealth Management, LLC: DLR position timeline

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

Ascentis Wealth Management, LLC held 505 DLR 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 505 shares
    Change vs previous 13F -5,602 shares

    0.01% of the 13F portfolio, value $90,753.

    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: 505 shares

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

  2. period ended2026-03-31
    13F 6,107 shares
    Change vs previous 13F +3,352 shares

    0.06% of the 13F portfolio, value $1,100,604.

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

    • Ascentis Independent Advisors: 5,602 shares
    • Ascentis Wealth Management, LLC: 505 shares

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

  3. period ended2025-12-31
    13F 2,755 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $426,282.

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

    • Ascentis Independent Advisors: 2,268 shares
    • Ascentis Wealth Management, LLC: 487 shares

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

  4. period ended2025-09-30
    13F 2,757 shares
    Change vs previous 13F +92 shares

    0.04% of the 13F portfolio, value $476,693.

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

    • Ascentis Independent Advisors: 2,270 shares
    • Ascentis Wealth Management, LLC: 487 shares

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

  5. period ended2025-06-30
    13F 2,665 shares
    Change vs previous 13F -215 shares

    0.05% of the 13F portfolio, value $463,152.

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

    • Ascentis Independent Advisors: 2,178 shares
    • Ascentis Wealth Management, LLC: 487 shares

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

  6. period ended2025-03-31
    13F 2,880 shares
    Change vs previous 13F +517 shares

    0.05% of the 13F portfolio, value $414,072.

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

    • Ascentis Independent Advisors: 2,393 shares
    • Ascentis Wealth Management, LLC: 487 shares

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

  7. period ended2024-12-31
    13F 2,363 shares
    Change vs previous 13F -978 shares

    0.08% of the 13F portfolio, value $419,031.

    13F-HR 0001845003-25-000001 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).

  8. period ended2024-09-30
    13F/A 3,341 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $540,652.

    13F-HR 0001845003-24-000003 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).