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Disclosery

Ascentis Wealth Management, LLC: GSIE position timeline

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

Ascentis Wealth Management, LLC held 426 GSIE 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 426 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,467.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    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 426 shares
    Change vs previous 13F -3,191 shares

    <0.01% of the 13F portfolio, value $18,372.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    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 3,617 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $155,313.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    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 3,617 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $148,694.

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

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