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Ascentis Wealth Management, LLC: ED position timeline

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

Ascentis Wealth Management, LLC held 3,006 ED 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 3,006 shares
    Change vs previous 13F -20,464 shares

    0.05% of the 13F portfolio, value $332,570.

    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: 621 shares
    • Ascentis Wealth Management, LLC: 2,385 shares

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

  2. period ended2026-03-31
    13F 23,470 shares
    Change vs previous 13F +15,454 shares

    0.15% of the 13F portfolio, value $2,656,457.

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

    • Ascentis Independent Advisors: 17,568 shares
    • Ascentis Wealth Management, LLC: 5,902 shares

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

  3. period ended2025-12-31
    13F 8,016 shares
    Change vs previous 13F -7,812 shares

    0.08% of the 13F portfolio, value $796,216.

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

    • Ascentis Independent Advisors: 5,761 shares
    • Ascentis Wealth Management, LLC: 2,255 shares

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

  4. period ended2025-09-30
    13F 15,828 shares
    Change vs previous 13F +813 shares

    0.15% of the 13F portfolio, value $1,591,069.

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

    • Ascentis Independent Advisors: 9,725 shares
    • Ascentis Wealth Management, LLC: 6,103 shares

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

  5. period ended2025-06-30
    13F 15,015 shares
    Change vs previous 13F +4,134 shares

    0.16% of the 13F portfolio, value $1,509,278.

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

    • Ascentis Independent Advisors: 9,106 shares
    • Ascentis Wealth Management, LLC: 5,909 shares

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

  6. period ended2025-03-31
    13F 10,881 shares
    Change vs previous 13F +3,189 shares

    0.14% of the 13F portfolio, value $1,200,438.

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

    • Ascentis Independent Advisors: 5,140 shares
    • Ascentis Wealth Management, LLC: 5,741 shares

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

  7. period ended2024-12-31
    13F 7,692 shares
    Change vs previous 13F -55 shares

    0.08% of the 13F portfolio, value $686,413.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,340 shares
    • Ascentis Wealth Management, LLC: 2,352 shares

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

  8. period ended2024-09-30
    13F/A 7,747 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $806,763.

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

    • Ascentis Independent Advisors: 5,340 shares
    • Ascentis Wealth Management, LLC: 2,407 shares

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