Skip to content
Disclosery

Ascentis Wealth Management, LLC: IAU position timeline

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

Ascentis Wealth Management, LLC held 12,408 IAU 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 12,408 shares
    Change vs previous 13F -29,945 shares

    0.13% of the 13F portfolio, value $936,902.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,355 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  2. period ended2026-03-31
    13F 42,353 shares
    Change vs previous 13F +19,354 shares

    0.2% of the 13F portfolio, value $3,733,834.

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

    • Ascentis Independent Advisors: 42,200 shares
    • Ascentis Wealth Management, LLC: 153 shares

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

  3. period ended2025-12-31
    13F 22,999 shares
    Change vs previous 13F -1,087 shares

    0.18% of the 13F portfolio, value $1,866,829.

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

    • Ascentis Independent Advisors: 22,946 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  4. period ended2025-09-30
    13F 24,086 shares
    Change vs previous 13F +5,465 shares

    0.16% of the 13F portfolio, value $1,752,737.

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

    • Ascentis Independent Advisors: 24,033 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  5. period ended2025-06-30
    13F 18,621 shares
    Change vs previous 13F -2,220 shares

    0.12% of the 13F portfolio, value $1,161,234.

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

    • Ascentis Independent Advisors: 18,568 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  6. period ended2025-03-31
    13F 20,841 shares
    Change vs previous 13F -1,364 shares

    0.15% of the 13F portfolio, value $1,228,779.

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

    • Ascentis Independent Advisors: 20,788 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  7. period ended2024-12-31
    13F 22,205 shares
    Change vs previous 13F +982 shares

    0.13% of the 13F portfolio, value $1,099,370.

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

    • Ascentis Independent Advisors: 22,152 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  8. period ended2024-09-30
    13F/A 21,223 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,054,783.

    13F-HR 0001845003-24-000003 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).