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Disclosery

Ascentis Wealth Management, LLC: IVR position timeline

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

Ascentis Wealth Management, LLC held 1,295,330 IVR 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 1,295,330 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $10,233,107.

    13F-HR/A 0002032602-26-000007 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 ยง4.2).