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Ascentis Wealth Management, LLC: GOVT position timeline

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

Ascentis Wealth Management, LLC held 3,275 GOVT 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 3,275 shares
    Change vs previous 13F -243,123 shares

    0.2% of the 13F portfolio, value $74,601.

    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 246,398 shares
    Change vs previous 13F +222,719 shares

    0.43% of the 13F portfolio, value $5,644,982.

    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 23,679 shares
    Change vs previous 13F +688 shares

    0.09% of the 13F portfolio, value $545,213.

    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 22,991 shares
    Change vs previous 13F +2,344 shares

    0.09% of the 13F portfolio, value $531,555.

    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 20,647 shares
    Change vs previous 13F +380 shares

    0.09% of the 13F portfolio, value $474,479.

    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 20,267 shares
    Change vs previous 13F -558 shares

    0.09% of the 13F portfolio, value $465,834.

    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 20,825 shares
    Change vs previous 13F -25,389 shares

    0.09% of the 13F portfolio, value $478,548.

    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 46,214 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,083,712.

    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).