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Ascentis Wealth Management, LLC: FAST position timeline

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

Ascentis Wealth Management, LLC held 15,523 FAST 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 15,523 shares
    Change vs previous 13F -15,081 shares

    0.11% of the 13F portfolio, value $745,531.

    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: 15,523 shares

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

  2. period ended2026-03-31
    13F 30,604 shares
    Change vs previous 13F +10,382 shares

    0.08% of the 13F portfolio, value $1,420,023.

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

    • Ascentis Independent Advisors: 16,200 shares
    • Ascentis Wealth Management, LLC: 14,404 shares

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

  3. period ended2025-12-31
    13F 20,222 shares
    Change vs previous 13F -5,050 shares

    0.08% of the 13F portfolio, value $811,479.

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

    • Ascentis Independent Advisors: 10,149 shares
    • Ascentis Wealth Management, LLC: 10,073 shares

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

  4. period ended2025-09-30
    13F 25,272 shares
    Change vs previous 13F +14,594 shares

    0.12% of the 13F portfolio, value $1,239,306.

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

    • Ascentis Independent Advisors: 11,376 shares
    • Ascentis Wealth Management, LLC: 13,896 shares

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

  5. period ended2025-06-30
    13F 10,678 shares
    Change vs previous 13F +1,324 shares

    0.11% of the 13F portfolio, value $457,631.

    13F-HR 0001979372-25-000006 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: 10,678 shares

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

  6. period ended2025-03-31
    13F 9,354 shares
    Change vs previous 13F -5,661 shares

    0.09% of the 13F portfolio, value $725,490.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,191 shares
    • Ascentis Wealth Management, LLC: 1,163 shares

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

  7. period ended2024-12-31
    13F 15,015 shares
    Change vs previous 13F -11,047 shares

    0.13% of the 13F portfolio, value $1,079,729.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,657 shares
    • Ascentis Wealth Management, LLC: 5,358 shares

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

  8. period ended2024-09-30
    13F/A 26,062 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,862,842.

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

    • Ascentis Independent Advisors: 20,254 shares
    • Ascentis Wealth Management, LLC: 5,808 shares

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