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Ascentis Wealth Management, LLC: IEMG position timeline

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

Ascentis Wealth Management, LLC held 513 IEMG 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 513 shares
    Change vs previous 13F -13,928 shares

    0.01% of the 13F portfolio, value $42,706.

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

    • Ascentis Independent Advisors: 273 shares
    • Ascentis Wealth Management, LLC: 240 shares

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

  2. period ended2026-03-31
    13F 14,441 shares
    Change vs previous 13F +6,843 shares

    0.06% of the 13F portfolio, value $1,007,331.

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

    • Ascentis Independent Advisors: 14,199 shares
    • Ascentis Wealth Management, LLC: 242 shares

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

  3. period ended2025-12-31
    13F 7,598 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $510,909.

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

    • Ascentis Independent Advisors: 7,343 shares
    • Ascentis Wealth Management, LLC: 255 shares

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

  4. period ended2025-09-30
    13F 7,543 shares
    Change vs previous 13F +532 shares

    0.05% of the 13F portfolio, value $497,402.

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

    • Ascentis Independent Advisors: 7,194 shares
    • Ascentis Wealth Management, LLC: 349 shares

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

  5. period ended2025-06-30
    13F 7,011 shares
    Change vs previous 13F -433 shares

    0.04% of the 13F portfolio, value $421,045.

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

    • Ascentis Independent Advisors: 6,662 shares
    • Ascentis Wealth Management, LLC: 349 shares

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

  6. period ended2025-03-31
    13F 7,444 shares
    Change vs previous 13F +1,532 shares

    0.05% of the 13F portfolio, value $402,165.

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

    • Ascentis Independent Advisors: 6,558 shares
    • Ascentis Wealth Management, LLC: 886 shares

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

  7. period ended2024-12-31
    13F 5,912 shares
    Change vs previous 13F +2,075 shares

    0.06% of the 13F portfolio, value $308,750.

    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 3,837 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $220,248.

    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).