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Ascentis Wealth Management, LLC: IBIT position timeline

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

Ascentis Wealth Management, LLC held 20,503 IBIT 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 20,503 shares
    Change vs previous 13F +3,671 shares

    0.1% of the 13F portfolio, value $682,515.

    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: 20,503 shares

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

  2. period ended2026-03-31
    13F 16,832 shares
    Change vs previous 13F +10,836 shares

    0.04% of the 13F portfolio, value $646,678.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,019 shares
    • Ascentis Wealth Management, LLC: 12,813 shares

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

  3. period ended2025-12-31
    13F 5,996 shares
    Change vs previous 13F -5,268 shares

    0.07% of the 13F portfolio, value $297,672.

    13F-HR 0002032602-26-000001 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: 5,996 shares

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

  4. period ended2025-09-30
    13F 11,264 shares
    Change vs previous 13F +1,155 shares

    0.07% of the 13F portfolio, value $732,160.

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

    • Ascentis Independent Advisors: 5,875 shares
    • Ascentis Wealth Management, LLC: 5,389 shares

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

  5. period ended2025-06-30
    13F 10,109 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $613,927.

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

    • Ascentis Independent Advisors: 5,875 shares
    • Ascentis Wealth Management, LLC: 4,234 shares

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

  6. period ended2025-03-31
    13F 10,022 shares
    Change vs previous 13F +3,747 shares

    0.06% of the 13F portfolio, value $473,745.

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

    • Ascentis Independent Advisors: 6,075 shares
    • Ascentis Wealth Management, LLC: 3,947 shares

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

  7. period ended2024-12-31
    13F 6,275 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $332,889.

    13F-HR 0001845003-25-000001 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).