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Ascentis Wealth Management, LLC: GOOG position timeline

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

Ascentis Wealth Management, LLC held 13,931 GOOG 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 13,931 shares
    Change vs previous 13F -23,760 shares

    0.7% of the 13F portfolio, value $4,922,699.

    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: 120 shares
    • Ascentis Wealth Management, LLC: 13,811 shares

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

  2. period ended2026-03-31
    13F 37,691 shares
    Change vs previous 13F +13,740 shares

    0.59% of the 13F portfolio, value $10,813,039.

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

    • Ascentis Independent Advisors: 22,667 shares
    • Ascentis Wealth Management, LLC: 15,024 shares

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

  3. period ended2025-12-31
    13F 23,951 shares
    Change vs previous 13F +1,463 shares

    0.72% of the 13F portfolio, value $7,516,608.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,375 shares
    • Ascentis Wealth Management, LLC: 15,576 shares

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

  4. period ended2025-09-30
    13F 22,488 shares
    Change vs previous 13F -20 shares

    0.52% of the 13F portfolio, value $5,477,540.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,063 shares
    • Ascentis Wealth Management, LLC: 15,425 shares

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

  5. period ended2025-06-30
    13F 22,508 shares
    Change vs previous 13F +3,856 shares

    0.42% of the 13F portfolio, value $3,985,374.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,607 shares
    • Ascentis Wealth Management, LLC: 15,901 shares

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

  6. period ended2025-03-31
    13F 18,652 shares
    Change vs previous 13F +1,578 shares

    0.36% of the 13F portfolio, value $2,950,351.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,045 shares
    • Ascentis Wealth Management, LLC: 13,607 shares

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

  7. period ended2024-12-31
    13F 17,074 shares
    Change vs previous 13F -400 shares

    0.38% of the 13F portfolio, value $3,251,547.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,915 shares
    • Ascentis Wealth Management, LLC: 12,159 shares

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

  8. period ended2024-09-30
    13F/A 17,474 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,921,475.

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

    • Ascentis Independent Advisors: 5,579 shares
    • Ascentis Wealth Management, LLC: 11,895 shares

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