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Ascentis Wealth Management, LLC: FTSM position timeline

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

Ascentis Wealth Management, LLC held 292 FTSM 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 292 shares
    Change vs previous 13F -22,719 shares

    <0.01% of the 13F portfolio, value $17,441.

    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: 292 shares

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

  2. period ended2026-03-31
    13F 23,011 shares
    Change vs previous 13F +13,122 shares

    0.08% of the 13F portfolio, value $1,375,597.

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

    • Ascentis Independent Advisors: 22,719 shares
    • Ascentis Wealth Management, LLC: 292 shares

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

  3. period ended2025-12-31
    13F 9,889 shares
    Change vs previous 13F -11,057 shares

    0.06% of the 13F portfolio, value $592,647.

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

    • Ascentis Independent Advisors: 9,597 shares
    • Ascentis Wealth Management, LLC: 292 shares

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

  4. period ended2025-09-30
    13F 20,946 shares
    Change vs previous 13F -1,216 shares

    0.12% of the 13F portfolio, value $1,254,874.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 20,654 shares
    • Ascentis Wealth Management, LLC: 292 shares

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

  5. period ended2025-06-30
    13F 22,162 shares
    Change vs previous 13F -2,254 shares

    0.14% of the 13F portfolio, value $1,326,836.

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

    • Ascentis Independent Advisors: 21,870 shares
    • Ascentis Wealth Management, LLC: 292 shares

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

  6. period ended2025-03-31
    13F 24,416 shares
    Change vs previous 13F -459 shares

    0.18% of the 13F portfolio, value $1,461,053.

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

    • Ascentis Independent Advisors: 24,124 shares
    • Ascentis Wealth Management, LLC: 292 shares

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

  7. period ended2024-12-31
    13F 24,875 shares
    Change vs previous 13F -23,250 shares

    0.28% of the 13F portfolio, value $1,486,779.

    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 48,125 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,881,755.

    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).