Skip to content
Disclosery

Ascentis Wealth Management, LLC: IUSG position timeline

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

Ascentis Wealth Management, LLC held 7,178 IUSG 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 7,178 shares
    Change vs previous 13F -2,728 shares

    0.2% of the 13F portfolio, value $1,350,098.

    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: 7,178 shares

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

  2. period ended2026-03-31
    13F 9,906 shares
    Change vs previous 13F +5,236 shares

    0.08% of the 13F portfolio, value $1,536,757.

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

    • Ascentis Independent Advisors: 2,842 shares
    • Ascentis Wealth Management, LLC: 7,064 shares

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

  3. period ended2025-12-31
    13F 4,670 shares
    Change vs previous 13F -212 shares

    0.18% of the 13F portfolio, value $784,273.

    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 4,882 shares
    Change vs previous 13F +642 shares

    0.17% of the 13F portfolio, value $803,277.

    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 4,240 shares
    Change vs previous 13F -5 shares

    0.15% of the 13F portfolio, value $631,800.

    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 4,245 shares
    Change vs previous 13F -204 shares

    0.17% of the 13F portfolio, value $544,260.

    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 4,449 shares
    Change vs previous 13F -22 shares

    0.19% of the 13F portfolio, value $619,956.

    13F-HR 0001979372-25-000002 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).

  8. period ended2024-09-30
    13F 4,471 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $589,757.

    13F-HR 0001979372-24-000005 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).