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Ascentis Wealth Management, LLC: IEFA position timeline

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

Ascentis Wealth Management, LLC held 29,675 IEFA 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 29,675 shares
    Change vs previous 13F -28,689 shares

    0.43% of the 13F portfolio, value $2,867,316.

    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: 29,675 shares

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

  2. period ended2026-03-31
    13F 58,364 shares
    Change vs previous 13F +19,318 shares

    0.29% of the 13F portfolio, value $5,283,778.

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

    • Ascentis Independent Advisors: 31,942 shares
    • Ascentis Wealth Management, LLC: 26,422 shares

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

  3. period ended2025-12-31
    13F 39,046 shares
    Change vs previous 13F +2,397 shares

    0.33% of the 13F portfolio, value $3,494,050.

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

    • Ascentis Independent Advisors: 13,839 shares
    • Ascentis Wealth Management, LLC: 25,207 shares

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

  4. period ended2025-09-30
    13F 36,649 shares
    Change vs previous 13F +2,263 shares

    0.3% of the 13F portfolio, value $3,200,840.

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

    • Ascentis Independent Advisors: 12,866 shares
    • Ascentis Wealth Management, LLC: 23,783 shares

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

  5. period ended2025-06-30
    13F 34,386 shares
    Change vs previous 13F +14,783 shares

    0.3% of the 13F portfolio, value $2,867,777.

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

    • Ascentis Independent Advisors: 12,414 shares
    • Ascentis Wealth Management, LLC: 21,972 shares

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

  6. period ended2025-03-31
    13F 19,603 shares
    Change vs previous 13F +8,476 shares

    0.18% of the 13F portfolio, value $1,485,203.

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

    • Ascentis Independent Advisors: 11,887 shares
    • Ascentis Wealth Management, LLC: 7,716 shares

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

  7. period ended2024-12-31
    13F 11,127 shares
    Change vs previous 13F -1,031 shares

    0.15% of the 13F portfolio, value $781,990.

    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).

  8. period ended2024-09-30
    13F/A 12,158 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $948,920.

    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).