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Disclosery

Ascentis Wealth Management, LLC: IMFL position timeline

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

Ascentis Wealth Management, LLC held 0 IMFL shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -268 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 268 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,335.

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

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

  3. period ended2025-03-31
    13F 268 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $6,608.

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

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

  4. period ended2024-12-31
    13F 280 shares
    Change vs previous 13F -14,607 shares

    <0.01% of the 13F portfolio, value $6,573.

    13F-HR 0001979372-25-000002 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: 280 shares

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

  5. period ended2024-09-30
    13F/A 14,887 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $379,625.

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

    • Ascentis Independent Advisors: 6,222 shares
    • Ascentis Wealth Management, LLC: 8,665 shares

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