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Ascentis Wealth Management, LLC: ESS position timeline

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

Ascentis Wealth Management, LLC held 47 ESS 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 47 shares
    Change vs previous 13F -1,128 shares

    <0.01% of the 13F portfolio, value $13,704.

    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: 47 shares

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

  2. period ended2026-03-31
    13F 1,175 shares
    Change vs previous 13F +329 shares

    0.02% of the 13F portfolio, value $284,350.

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

    • Ascentis Independent Advisors: 381 shares
    • Ascentis Wealth Management, LLC: 794 shares

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

  3. period ended2025-12-31
    13F 846 shares
    Change vs previous 13F -108 shares

    0.05% of the 13F portfolio, value $221,373.

    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 954 shares
    Change vs previous 13F -1,363 shares

    0.05% of the 13F portfolio, value $255,339.

    13F-HR 0002032602-25-000005 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: 954 shares

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

  5. period ended2025-06-30
    13F 2,317 shares
    Change vs previous 13F -1,314 shares

    0.07% of the 13F portfolio, value $657,821.

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

    • Ascentis Independent Advisors: 1,432 shares
    • Ascentis Wealth Management, LLC: 885 shares

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

  6. period ended2025-03-31
    13F 3,631 shares
    Change vs previous 13F -35 shares

    0.13% of the 13F portfolio, value $1,111,082.

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

    • Ascentis Independent Advisors: 1,594 shares
    • Ascentis Wealth Management, LLC: 2,037 shares

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

  7. period ended2024-12-31
    13F 3,666 shares
    Change vs previous 13F -1,208 shares

    0.12% of the 13F portfolio, value $1,046,414.

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

    • Ascentis Independent Advisors: 1,690 shares
    • Ascentis Wealth Management, LLC: 1,976 shares

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

  8. period ended2024-09-30
    13F/A 4,874 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,439,748.

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

    • Ascentis Independent Advisors: 2,824 shares
    • Ascentis Wealth Management, LLC: 2,050 shares

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