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Ascentis Wealth Management, LLC: IONQ position timeline

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

Ascentis Wealth Management, LLC held 43,073 IONQ 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 43,073 shares
    Change vs previous 13F +2,085 shares

    0.34% of the 13F portfolio, value $2,294,038.

    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: 43,073 shares

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

  2. period ended2026-03-31
    13F 40,988 shares
    Change vs previous 13F +3,267 shares

    0.06% of the 13F portfolio, value $1,181,680.

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

    • Ascentis Independent Advisors: 491 shares
    • Ascentis Wealth Management, LLC: 40,497 shares

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

  3. period ended2025-12-31
    13F 37,721 shares
    Change vs previous 13F +2,977 shares

    0.16% of the 13F portfolio, value $1,692,517.

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

    • Ascentis Independent Advisors: 4,819 shares
    • Ascentis Wealth Management, LLC: 32,902 shares

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

  4. period ended2025-09-30
    13F 34,744 shares
    Change vs previous 13F +34,094 shares

    0.2% of the 13F portfolio, value $2,136,745.

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

    • Ascentis Independent Advisors: 4,031 shares
    • Ascentis Wealth Management, LLC: 30,713 shares

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

  5. period ended2025-06-30
    13F 650 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $26,065.

    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).

  6. period ended2025-03-31
    13F 650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,073.

    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).