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Ascentis Wealth Management, LLC: IT position timeline

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

Ascentis Wealth Management, LLC held 81 IT 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 81 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $10,498.

    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: 81 shares

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

  2. period ended2026-03-31
    13F 137 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $21,691.

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

    • Ascentis Independent Advisors: 38 shares
    • Ascentis Wealth Management, LLC: 99 shares

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

  3. period ended2025-12-31
    13F 99 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $24,973.

    13F-HR 0002032602-26-000001 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 ended2025-09-30
    13F 99 shares
    Change vs previous 13F -467 shares

    0.01% of the 13F portfolio, value $26,021.

    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).

  5. period ended2025-06-30
    13F 566 shares
    Change vs previous 13F +50 shares

    0.06% of the 13F portfolio, value $230,169.

    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 516 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $213,459.

    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).

  7. period ended2024-12-31
    13F 510 shares
    Change vs previous 13F -168 shares

    0.08% of the 13F portfolio, value $247,055.

    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: 510 shares

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

  8. period ended2024-09-30
    13F/A 678 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $343,559.

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

    • Ascentis Independent Advisors: 39 shares
    • Ascentis Wealth Management, LLC: 639 shares

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