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Ascentis Wealth Management, LLC: DOV position timeline

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

Ascentis Wealth Management, LLC held 2,802 DOV 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 2,802 shares
    Change vs previous 13F +2,566 shares

    0.09% of the 13F portfolio, value $628,404.

    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: 12 shares
    • Ascentis Wealth Management, LLC: 2,790 shares

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

  2. period ended2026-03-31
    13F 236 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $49,253.

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

    • Ascentis Independent Advisors: 222 shares
    • Ascentis Wealth Management, LLC: 14 shares

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

  3. period ended2025-12-31
    13F 112 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $21,866.

    13F-HR 0002032602-26-000001 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).

  4. period ended2025-09-30
    13F 146 shares
    Change vs previous 13F -834 shares

    0.01% of the 13F portfolio, value $24,356.

    13F-HR 0002032602-25-000005 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).

  5. period ended2025-06-30
    13F 980 shares
    Change vs previous 13F -2,457 shares

    0.04% of the 13F portfolio, value $182,539.

    13F-HR 0001979372-25-000006 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: 980 shares

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

  6. period ended2025-03-31
    13F 3,437 shares
    Change vs previous 13F -2,448 shares

    0.07% of the 13F portfolio, value $604,528.

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

    • Ascentis Independent Advisors: 2,439 shares
    • Ascentis Wealth Management, LLC: 998 shares

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

  7. period ended2024-12-31
    13F 5,885 shares
    Change vs previous 13F -1,861 shares

    0.13% of the 13F portfolio, value $1,104,366.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,751 shares
    • Ascentis Wealth Management, LLC: 3,134 shares

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

  8. period ended2024-09-30
    13F/A 7,746 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,486,927.

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

    • Ascentis Independent Advisors: 4,497 shares
    • Ascentis Wealth Management, LLC: 3,249 shares

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