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Ascentis Wealth Management, LLC: EFV position timeline

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

Ascentis Wealth Management, LLC held 13,482 EFV 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 13,482 shares
    Change vs previous 13F -15,418 shares

    0.15% of the 13F portfolio, value $1,032,132.

    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: 1,399 shares
    • Ascentis Wealth Management, LLC: 12,083 shares

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

  2. period ended2026-03-31
    13F 28,900 shares
    Change vs previous 13F +15,447 shares

    0.12% of the 13F portfolio, value $2,148,767.

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

    • Ascentis Independent Advisors: 17,942 shares
    • Ascentis Wealth Management, LLC: 10,958 shares

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

  3. period ended2025-12-31
    13F 13,453 shares
    Change vs previous 13F +1,477 shares

    0.09% of the 13F portfolio, value $960,678.

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

    • Ascentis Independent Advisors: 5,821 shares
    • Ascentis Wealth Management, LLC: 7,632 shares

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

  4. period ended2025-09-30
    13F 11,976 shares
    Change vs previous 13F +628 shares

    0.08% of the 13F portfolio, value $812,394.

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

    • Ascentis Independent Advisors: 4,278 shares
    • Ascentis Wealth Management, LLC: 7,698 shares

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

  5. period ended2025-06-30
    13F 11,348 shares
    Change vs previous 13F -706 shares

    0.08% of the 13F portfolio, value $721,038.

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

    • Ascentis Independent Advisors: 4,433 shares
    • Ascentis Wealth Management, LLC: 6,915 shares

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

  6. period ended2025-03-31
    13F 12,054 shares
    Change vs previous 13F +517 shares

    0.09% of the 13F portfolio, value $710,795.

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

    • Ascentis Independent Advisors: 4,914 shares
    • Ascentis Wealth Management, LLC: 7,140 shares

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

  7. period ended2024-12-31
    13F 11,537 shares
    Change vs previous 13F +325 shares

    0.07% of the 13F portfolio, value $605,343.

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

    • Ascentis Independent Advisors: 4,479 shares
    • Ascentis Wealth Management, LLC: 7,058 shares

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

  8. period ended2024-09-30
    13F/A 11,212 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $645,039.

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

    • Ascentis Independent Advisors: 5,949 shares
    • Ascentis Wealth Management, LLC: 5,263 shares

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