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Ascentis Wealth Management, LLC: IEF position timeline

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

Ascentis Wealth Management, LLC held 9,503 IEF 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 9,503 shares
    Change vs previous 13F -27,648 shares

    0.13% of the 13F portfolio, value $898,728.

    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: 265 shares
    • Ascentis Wealth Management, LLC: 9,238 shares

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

  2. period ended2026-03-31
    13F 37,151 shares
    Change vs previous 13F +12,682 shares

    0.19% of the 13F portfolio, value $3,545,869.

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

    • Ascentis Independent Advisors: 10,247 shares
    • Ascentis Wealth Management, LLC: 26,904 shares

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

  3. period ended2025-12-31
    13F 24,469 shares
    Change vs previous 13F -10,778 shares

    0.23% of the 13F portfolio, value $2,352,948.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,537 shares
    • Ascentis Wealth Management, LLC: 19,932 shares

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

  4. period ended2025-09-30
    13F 35,247 shares
    Change vs previous 13F +2,914 shares

    0.32% of the 13F portfolio, value $3,399,930.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,637 shares
    • Ascentis Wealth Management, LLC: 21,610 shares

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

  5. period ended2025-06-30
    13F 32,333 shares
    Change vs previous 13F -10,729 shares

    0.32% of the 13F portfolio, value $3,087,965.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,956 shares
    • Ascentis Wealth Management, LLC: 21,377 shares

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

  6. period ended2025-03-31
    13F 43,062 shares
    Change vs previous 13F -16,744 shares

    0.49% of the 13F portfolio, value $4,107,333.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 19,171 shares
    • Ascentis Wealth Management, LLC: 23,891 shares

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

  7. period ended2024-12-31
    13F 59,806 shares
    Change vs previous 13F +39,136 shares

    0.65% of the 13F portfolio, value $5,529,069.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 24,137 shares
    • Ascentis Wealth Management, LLC: 35,669 shares

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

  8. period ended2024-09-30
    13F/A 20,670 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,028,096.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 17,845 shares
    • Ascentis Wealth Management, LLC: 2,825 shares

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