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Ascentis Wealth Management, LLC: IBN position timeline

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

Ascentis Wealth Management, LLC held 717 IBN 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 717 shares
    Change vs previous 13F -15,596 shares

    <0.01% of the 13F portfolio, value $20,814.

    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: 717 shares

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

  2. period ended2026-03-31
    13F 16,313 shares
    Change vs previous 13F +7,640 shares

    0.02% of the 13F portfolio, value $422,514.

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

    • Ascentis Independent Advisors: 15,596 shares
    • Ascentis Wealth Management, LLC: 717 shares

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

  3. period ended2025-12-31
    13F 8,673 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $258,459.

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

    • Ascentis Independent Advisors: 7,956 shares
    • Ascentis Wealth Management, LLC: 717 shares

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

  4. period ended2025-09-30
    13F 8,371 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $253,059.

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

    • Ascentis Independent Advisors: 7,654 shares
    • Ascentis Wealth Management, LLC: 717 shares

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

  5. period ended2025-06-30
    13F 8,202 shares
    Change vs previous 13F +125 shares

    0.03% of the 13F portfolio, value $275,886.

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

    • Ascentis Independent Advisors: 7,485 shares
    • Ascentis Wealth Management, LLC: 717 shares

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

  6. period ended2025-03-31
    13F 8,077 shares
    Change vs previous 13F -577 shares

    0.03% of the 13F portfolio, value $254,294.

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

    • Ascentis Independent Advisors: 7,360 shares
    • Ascentis Wealth Management, LLC: 717 shares

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

  7. period ended2024-12-31
    13F 8,654 shares
    Change vs previous 13F +6,919 shares

    0.03% of the 13F portfolio, value $258,392.

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

    • Ascentis Independent Advisors: 6,993 shares
    • Ascentis Wealth Management, LLC: 1,661 shares

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

  8. period ended2024-09-30
    13F/A 1,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $51,786.

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

    • Ascentis Independent Advisors: 74 shares
    • Ascentis Wealth Management, LLC: 1,661 shares

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