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Ascentis Wealth Management, LLC: FTLS position timeline

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

Ascentis Wealth Management, LLC held 1,453 FTLS 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 1,453 shares
    Change vs previous 13F -20,678 shares

    0.29% of the 13F portfolio, value $107,231.

    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 22,131 shares
    Change vs previous 13F +12,838 shares

    0.12% of the 13F portfolio, value $1,557,117.

    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 ended2025-12-31
    13F 9,293 shares
    Change vs previous 13F -13,018 shares

    0.11% of the 13F portfolio, value $659,679.

    13F-HR 0001845003-26-000001 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).

  4. period ended2025-09-30
    13F 22,311 shares
    Change vs previous 13F +4,791 shares

    0.26% of the 13F portfolio, value $1,560,657.

    13F-HR 0001845003-25-000006 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).

  5. period ended2025-06-30
    13F 17,520 shares
    Change vs previous 13F -537 shares

    0.21% of the 13F portfolio, value $1,161,198.

    13F-HR 0001845003-25-000004 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).

  6. period ended2025-03-31
    13F 18,057 shares
    Change vs previous 13F -1,763 shares

    0.23% of the 13F portfolio, value $1,157,091.

    13F-HR 0001845003-25-000002 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).

  7. period ended2024-12-31
    13F 19,820 shares
    Change vs previous 13F -25,391 shares

    0.25% of the 13F portfolio, value $1,304,325.

    13F-HR 0001845003-25-000001 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).

  8. period ended2024-09-30
    13F/A 45,211 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,870,303.

    13F-HR 0001845003-24-000003 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).