Skip to content
Disclosery

Ascentis Wealth Management, LLC: EOG position timeline

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

Ascentis Wealth Management, LLC held 11,427 EOG 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 11,427 shares
    Change vs previous 13F +774 shares

    0.22% of the 13F portfolio, value $1,485,702.

    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: 11,427 shares

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

  2. period ended2026-03-31
    13F 10,653 shares
    Change vs previous 13F +1,273 shares

    0.08% of the 13F portfolio, value $1,540,283.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 774 shares
    • Ascentis Wealth Management, LLC: 9,879 shares

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

  3. period ended2025-12-31
    13F 9,380 shares
    Change vs previous 13F -1,055 shares

    0.23% of the 13F portfolio, value $987,658.

    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 10,435 shares
    Change vs previous 13F +224 shares

    0.25% of the 13F portfolio, value $1,172,795.

    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 10,211 shares
    Change vs previous 13F +540 shares

    0.3% of the 13F portfolio, value $1,240,614.

    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 9,671 shares
    Change vs previous 13F +9,538 shares

    0.38% of the 13F portfolio, value $1,253,727.

    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 133 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $16,303.

    13F-HR 0001979372-25-000002 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: 133 shares

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

  8. period ended2024-09-30
    13F/A 210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,826.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 77 shares
    • Ascentis Wealth Management, LLC: 133 shares

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