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Ascentis Wealth Management, LLC: ECL position timeline

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

Ascentis Wealth Management, LLC held 744 ECL 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 744 shares
    Change vs previous 13F -1,649 shares

    0.03% of the 13F portfolio, value $207,275.

    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: 744 shares

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

  2. period ended2026-03-31
    13F 2,393 shares
    Change vs previous 13F -2,048 shares

    0.03% of the 13F portfolio, value $636,661.

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

    • Ascentis Independent Advisors: 1,365 shares
    • Ascentis Wealth Management, LLC: 1,028 shares

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

  3. period ended2025-12-31
    13F 4,441 shares
    Change vs previous 13F -313 shares

    0.11% of the 13F portfolio, value $1,166,233.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,081 shares
    • Ascentis Wealth Management, LLC: 2,360 shares

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

  4. period ended2025-09-30
    13F 4,754 shares
    Change vs previous 13F -192 shares

    0.12% of the 13F portfolio, value $1,302,358.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,199 shares
    • Ascentis Wealth Management, LLC: 2,555 shares

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

  5. period ended2025-06-30
    13F 4,946 shares
    Change vs previous 13F -13 shares

    0.14% of the 13F portfolio, value $1,341,056.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,351 shares
    • Ascentis Wealth Management, LLC: 2,595 shares

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

  6. period ended2025-03-31
    13F 4,959 shares
    Change vs previous 13F -15 shares

    0.15% of the 13F portfolio, value $1,259,344.

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

    • Ascentis Independent Advisors: 2,361 shares
    • Ascentis Wealth Management, LLC: 2,598 shares

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

  7. period ended2024-12-31
    13F 4,974 shares
    Change vs previous 13F -1,761 shares

    0.14% of the 13F portfolio, value $1,166,132.

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

    • Ascentis Independent Advisors: 2,430 shares
    • Ascentis Wealth Management, LLC: 2,544 shares

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

  8. period ended2024-09-30
    13F/A 6,735 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,721,522.

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

    • Ascentis Independent Advisors: 4,078 shares
    • Ascentis Wealth Management, LLC: 2,657 shares

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