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Ascentis Wealth Management, LLC: FOX position timeline

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

Ascentis Wealth Management, LLC held 4,035 FOX 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 4,035 shares
    Change vs previous 13F +153 shares

    0.03% of the 13F portfolio, value $188,983.

    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: 4,035 shares

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

  2. period ended2026-03-31
    13F 3,882 shares
    Change vs previous 13F +957 shares

    0.01% of the 13F portfolio, value $206,132.

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

    • Ascentis Independent Advisors: 49 shares
    • Ascentis Wealth Management, LLC: 3,833 shares

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

  3. period ended2025-12-31
    13F 2,925 shares
    Change vs previous 13F -107 shares

    0.04% of the 13F portfolio, value $189,910.

    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 3,032 shares
    Change vs previous 13F +1,307 shares

    0.04% of the 13F portfolio, value $173,690.

    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 1,725 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $88,987.

    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 1,767 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $91,474.

    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).