Ascentis Wealth Management, LLC: GD position timeline

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

Ascentis Wealth Management, LLC held 1,743 GD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F/A 1,743 shares
Change vs previous 13F -5,684 shares
0.09% of the 13F portfolio, value $617,410.
13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Ascentis Independent Advisors: 28 shares
- Ascentis Wealth Management, LLC: 1,715 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,427 shares
Change vs previous 13F +970 shares
0.14% of the 13F portfolio, value $2,549,217.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Ascentis Independent Advisors: 6,270 shares
- Ascentis Wealth Management, LLC: 1,157 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,457 shares
Change vs previous 13F +1,871 shares
0.21% of the 13F portfolio, value $2,173,789.
13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Ascentis Independent Advisors: 5,452 shares
- Ascentis Wealth Management, LLC: 1,005 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,586 shares
Change vs previous 13F -391 shares
0.15% of the 13F portfolio, value $1,563,826.
13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Ascentis Independent Advisors: 4,526 shares
- Ascentis Wealth Management, LLC: 60 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,977 shares
Change vs previous 13F +54 shares
0.15% of the 13F portfolio, value $1,452,772.
13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Ascentis Independent Advisors: 4,530 shares
- Ascentis Wealth Management, LLC: 447 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,923 shares
Change vs previous 13F -2,909 shares
0.16% of the 13F portfolio, value $1,342,690.
13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Ascentis Independent Advisors: 4,438 shares
- Ascentis Wealth Management, LLC: 485 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,832 shares
Change vs previous 13F -1,774 shares
0.24% of the 13F portfolio, value $2,063,775.
13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Ascentis Independent Advisors: 5,887 shares
- Ascentis Wealth Management, LLC: 1,945 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 9,606 shares
Change vs previous 13F not available
0.31% of the 13F portfolio, value $2,902,998.
13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Ascentis Independent Advisors: 7,284 shares
- Ascentis Wealth Management, LLC: 2,322 shares
Acceptance time not in the bulk data set (spec §4.2).