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Disclosery

Ascentis Wealth Management, LLC: HAL position timeline

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

Ascentis Wealth Management, LLC held 150 HAL 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 150 shares
    Change vs previous 13F -2,336 shares

    0.01% of the 13F portfolio, value $5,092.

    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 2,486 shares
    Change vs previous 13F +2,486 shares

    0.01% of the 13F portfolio, value $96,951.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,515 shares

    13F-HR 0001979372-25-000006 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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 1,515 shares
    Change vs previous 13F -8,152 shares

    0.01% of the 13F portfolio, value $38,708.

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

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 1,515 shares

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

  5. period ended2024-12-31
    13F 9,667 shares
    Change vs previous 13F -573 shares

    0.03% of the 13F portfolio, value $262,849.

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

    • Ascentis Independent Advisors: 8,152 shares
    • Ascentis Wealth Management, LLC: 1,515 shares

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

  6. period ended2024-09-30
    13F/A 10,240 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $297,466.

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

    • Ascentis Independent Advisors: 8,725 shares
    • Ascentis Wealth Management, LLC: 1,515 shares

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