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Ascentis Wealth Management, LLC: GS position timeline

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

Ascentis Wealth Management, LLC held 625 GS 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 625 shares
    Change vs previous 13F -2,836 shares

    0.09% of the 13F portfolio, value $634,370.

    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: 95 shares
    • Ascentis Wealth Management, LLC: 530 shares

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

  2. period ended2026-03-31
    13F 3,461 shares
    Change vs previous 13F +1,214 shares

    0.16% of the 13F portfolio, value $2,929,356.

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

    • Ascentis Independent Advisors: 2,926 shares
    • Ascentis Wealth Management, LLC: 535 shares

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

  3. period ended2025-12-31
    13F 2,247 shares
    Change vs previous 13F -153 shares

    0.19% of the 13F portfolio, value $1,975,900.

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

    • Ascentis Independent Advisors: 1,644 shares
    • Ascentis Wealth Management, LLC: 603 shares

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

  4. period ended2025-09-30
    13F 2,400 shares
    Change vs previous 13F -83 shares

    0.18% of the 13F portfolio, value $1,912,015.

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

    • Ascentis Independent Advisors: 1,642 shares
    • Ascentis Wealth Management, LLC: 758 shares

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

  5. period ended2025-06-30
    13F 2,483 shares
    Change vs previous 13F +221 shares

    0.18% of the 13F portfolio, value $1,757,433.

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

    • Ascentis Independent Advisors: 1,847 shares
    • Ascentis Wealth Management, LLC: 636 shares

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

  6. period ended2025-03-31
    13F 2,262 shares
    Change vs previous 13F +658 shares

    0.15% of the 13F portfolio, value $1,238,041.

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

    • Ascentis Independent Advisors: 1,684 shares
    • Ascentis Wealth Management, LLC: 578 shares

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

  7. period ended2024-12-31
    13F 1,604 shares
    Change vs previous 13F -612 shares

    0.18% of the 13F portfolio, value $918,401.

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

    • Ascentis Independent Advisors: 1,604 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F/A 2,216 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,096,877.

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

    • Ascentis Independent Advisors: 2,045 shares
    • Ascentis Wealth Management, LLC: 171 shares

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