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Ascentis Wealth Management, LLC: IWF position timeline

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

Ascentis Wealth Management, LLC held 5,068 IWF 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 5,068 shares
    Change vs previous 13F -1,857 shares

    0.09% of the 13F portfolio, value $629,298.

    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: 5,068 shares

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

  2. period ended2026-03-31
    13F 6,925 shares
    Change vs previous 13F +2,662 shares

    0.16% of the 13F portfolio, value $2,952,874.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,933 shares
    • Ascentis Wealth Management, LLC: 1,992 shares

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

  3. period ended2025-12-31
    13F 4,263 shares
    Change vs previous 13F -816 shares

    0.19% of the 13F portfolio, value $2,017,744.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,401 shares
    • Ascentis Wealth Management, LLC: 1,862 shares

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

  4. period ended2025-09-30
    13F 5,079 shares
    Change vs previous 13F +1,755 shares

    0.22% of the 13F portfolio, value $2,379,110.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,897 shares
    • Ascentis Wealth Management, LLC: 2,182 shares

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

  5. period ended2025-06-30
    13F 3,324 shares
    Change vs previous 13F +377 shares

    0.15% of the 13F portfolio, value $1,409,336.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,872 shares
    • Ascentis Wealth Management, LLC: 452 shares

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

  6. period ended2025-03-31
    13F 2,947 shares
    Change vs previous 13F -1,775 shares

    0.13% of the 13F portfolio, value $1,065,459.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,485 shares
    • Ascentis Wealth Management, LLC: 462 shares

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

  7. period ended2024-12-31
    13F 4,722 shares
    Change vs previous 13F +1,564 shares

    0.22% of the 13F portfolio, value $1,896,371.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,236 shares
    • Ascentis Wealth Management, LLC: 1,486 shares

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

  8. period ended2024-09-30
    13F/A 3,158 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,185,427.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,075 shares
    • Ascentis Wealth Management, LLC: 83 shares

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