Skip to content
Disclosery

Ascentis Wealth Management, LLC: HWM position timeline

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

Ascentis Wealth Management, LLC held 325 HWM 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 325 shares
    Change vs previous 13F -3,963 shares

    0.01% of the 13F portfolio, value $87,365.

    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: 325 shares

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

  2. period ended2026-03-31
    13F 4,288 shares
    Change vs previous 13F +2,595 shares

    0.05% of the 13F portfolio, value $988,149.

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

    • Ascentis Independent Advisors: 4,170 shares
    • Ascentis Wealth Management, LLC: 118 shares

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

  3. period ended2025-12-31
    13F 1,693 shares
    Change vs previous 13F +146 shares

    0.06% of the 13F portfolio, value $347,116.

    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 1,547 shares
    Change vs previous 13F -563 shares

    0.05% of the 13F portfolio, value $303,577.

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

    • Ascentis Independent Advisors: 1,547 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 2,110 shares
    Change vs previous 13F +77 shares

    0.04% of the 13F portfolio, value $389,860.

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

    • Ascentis Independent Advisors: 1,820 shares
    • Ascentis Wealth Management, LLC: 290 shares

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

  6. period ended2025-03-31
    13F 2,033 shares
    Change vs previous 13F +1,260 shares

    0.03% of the 13F portfolio, value $264,335.

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

    • Ascentis Independent Advisors: 1,743 shares
    • Ascentis Wealth Management, LLC: 290 shares

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

  7. period ended2024-12-31
    13F 773 shares
    Change vs previous 13F -683 shares

    0.03% of the 13F portfolio, value $84,540.

    13F-HR 0001979372-25-000002 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: 773 shares

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

  8. period ended2024-09-30
    13F/A 1,456 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $145,956.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 212 shares
    • Ascentis Wealth Management, LLC: 1,244 shares

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