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Ascentis Wealth Management, LLC: ES position timeline

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

Ascentis Wealth Management, LLC held 9,397 ES 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 9,397 shares
    Change vs previous 13F -9,066 shares

    0.1% of the 13F portfolio, value $679,087.

    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: 9,397 shares

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

  2. period ended2026-03-31
    13F 18,463 shares
    Change vs previous 13F +3,340 shares

    0.07% of the 13F portfolio, value $1,279,125.

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

    • Ascentis Independent Advisors: 9,165 shares
    • Ascentis Wealth Management, LLC: 9,298 shares

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

  3. period ended2025-12-31
    13F 15,123 shares
    Change vs previous 13F -1,805 shares

    0.1% of the 13F portfolio, value $1,018,231.

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

    • Ascentis Independent Advisors: 5,247 shares
    • Ascentis Wealth Management, LLC: 9,876 shares

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

  4. period ended2025-09-30
    13F 16,928 shares
    Change vs previous 13F +9,383 shares

    0.11% of the 13F portfolio, value $1,204,257.

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

    • Ascentis Independent Advisors: 6,519 shares
    • Ascentis Wealth Management, LLC: 10,409 shares

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

  5. period ended2025-06-30
    13F 7,545 shares
    Change vs previous 13F +5,167 shares

    0.12% of the 13F portfolio, value $487,009.

    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 2,378 shares
    Change vs previous 13F +950 shares

    0.05% of the 13F portfolio, value $147,643.

    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 1,428 shares
    Change vs previous 13F -45 shares

    0.03% of the 13F portfolio, value $82,010.

    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 1,473 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $100,237.

    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).