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Ascentis Wealth Management, LLC: EFA position timeline

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

Ascentis Wealth Management, LLC held 24 EFA 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 24 shares
    Change vs previous 13F -4,879 shares

    <0.01% of the 13F portfolio, value $2,493.

    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: 24 shares

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

  2. period ended2026-03-31
    13F 4,903 shares
    Change vs previous 13F +1,860 shares

    0.03% of the 13F portfolio, value $476,184.

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

    • Ascentis Independent Advisors: 4,418 shares
    • Ascentis Wealth Management, LLC: 485 shares

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

  3. period ended2025-12-31
    13F 3,043 shares
    Change vs previous 13F +210 shares

    0.03% of the 13F portfolio, value $292,176.

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

    • Ascentis Independent Advisors: 2,558 shares
    • Ascentis Wealth Management, LLC: 485 shares

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

  4. period ended2025-09-30
    13F 2,833 shares
    Change vs previous 13F +2,348 shares

    0.02% of the 13F portfolio, value $264,506.

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

    • Ascentis Independent Advisors: 2,348 shares
    • Ascentis Wealth Management, LLC: 485 shares

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

  5. period ended2025-06-30
    13F 485 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $43,280.

    13F-HR 0001979372-25-000006 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).

  6. period ended2025-03-31
    13F 485 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $39,696.

    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).

  7. period ended2024-12-31
    13F 485 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $36,669.

    13F-HR 0001979372-25-000002 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).

  8. period ended2024-09-30
    13F 461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $38,553.

    13F-HR 0001979372-24-000005 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).