Skip to content
Disclosery

Ascentis Wealth Management, LLC: FISV position timeline

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

Ascentis Wealth Management, LLC held 20 FISV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 20 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $981.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 78 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $4,352.

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

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -631 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 631 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $108,959.

    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).

  5. period ended2025-03-31
    13F 799 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $177,381.

    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).

  6. period ended2024-12-31
    13F 649 shares
    Change vs previous 13F -467 shares

    0.04% of the 13F portfolio, value $133,315.

    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: 649 shares

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

  7. period ended2024-09-30
    13F/A 1,116 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $200,482.

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

    • Ascentis Independent Advisors: 326 shares
    • Ascentis Wealth Management, LLC: 790 shares

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