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Ascentis Wealth Management, LLC: GOOGL position timeline

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

Ascentis Wealth Management, LLC held 15,273 GOOGL 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 15,273 shares
    Change vs previous 13F -73,381 shares

    0.77% of the 13F portfolio, value $5,459,062.

    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: 387 shares
    • Ascentis Wealth Management, LLC: 14,886 shares

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

  2. period ended2026-03-31
    13F 88,654 shares
    Change vs previous 13F +24,377 shares

    1.39% of the 13F portfolio, value $25,494,395.

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

    • Ascentis Independent Advisors: 74,478 shares
    • Ascentis Wealth Management, LLC: 14,176 shares

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

  3. period ended2025-12-31
    13F 64,277 shares
    Change vs previous 13F +3,073 shares

    1.92% of the 13F portfolio, value $20,119,133.

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

    • Ascentis Independent Advisors: 53,918 shares
    • Ascentis Wealth Management, LLC: 10,359 shares

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

  4. period ended2025-09-30
    13F 61,204 shares
    Change vs previous 13F +2,662 shares

    1.4% of the 13F portfolio, value $14,879,171.

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

    • Ascentis Independent Advisors: 50,987 shares
    • Ascentis Wealth Management, LLC: 10,217 shares

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

  5. period ended2025-06-30
    13F 58,542 shares
    Change vs previous 13F +10,479 shares

    1.08% of the 13F portfolio, value $10,314,761.

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

    • Ascentis Independent Advisors: 52,453 shares
    • Ascentis Wealth Management, LLC: 6,089 shares

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

  6. period ended2025-03-31
    13F 48,063 shares
    Change vs previous 13F +314 shares

    0.9% of the 13F portfolio, value $7,445,421.

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

    • Ascentis Independent Advisors: 42,644 shares
    • Ascentis Wealth Management, LLC: 5,419 shares

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

  7. period ended2024-12-31
    13F 47,749 shares
    Change vs previous 13F -966 shares

    1.07% of the 13F portfolio, value $9,038,835.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 42,475 shares
    • Ascentis Wealth Management, LLC: 5,274 shares

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

  8. period ended2024-09-30
    13F/A 48,715 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $8,079,319.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 45,919 shares
    • Ascentis Wealth Management, LLC: 2,796 shares

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