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Ascentis Wealth Management, LLC: HEWJ position timeline

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

Ascentis Wealth Management, LLC held 40 HEWJ 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 40 shares
    Change vs previous 13F -13,628 shares

    <0.01% of the 13F portfolio, value $2,580.

    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: 0 shares
    • Ascentis Wealth Management, LLC: 40 shares

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

  2. period ended2026-03-31
    13F 13,668 shares
    Change vs previous 13F +4,619 shares

    0.04% of the 13F portfolio, value $769,234.

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

    • Ascentis Independent Advisors: 13,628 shares
    • Ascentis Wealth Management, LLC: 40 shares

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

  3. period ended2025-12-31
    13F 9,049 shares
    Change vs previous 13F -154 shares

    0.04% of the 13F portfolio, value $467,105.

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

    • Ascentis Independent Advisors: 9,009 shares
    • Ascentis Wealth Management, LLC: 40 shares

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

  4. period ended2025-09-30
    13F 9,203 shares
    Change vs previous 13F -133 shares

    0.04% of the 13F portfolio, value $450,582.

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

    • Ascentis Independent Advisors: 9,163 shares
    • Ascentis Wealth Management, LLC: 40 shares

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

  5. period ended2025-06-30
    13F 9,336 shares
    Change vs previous 13F +250 shares

    0.04% of the 13F portfolio, value $418,129.

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

    • Ascentis Independent Advisors: 9,296 shares
    • Ascentis Wealth Management, LLC: 40 shares

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

  6. period ended2025-03-31
    13F 9,086 shares
    Change vs previous 13F +9,046 shares

    0.05% of the 13F portfolio, value $381,044.

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

    • Ascentis Independent Advisors: 9,046 shares
    • Ascentis Wealth Management, LLC: 40 shares

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

  7. period ended2024-12-31
    13F 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,704.

    13F-HR 0001979372-25-000002 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).