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Ascentis Wealth Management, LLC: IWM position timeline

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

Ascentis Wealth Management, LLC held 8 IWM 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 8 shares
    Change vs previous 13F -5,398 shares

    <0.01% of the 13F portfolio, value $2,403.

    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: 8 shares

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

  2. period ended2026-03-31
    13F 5,406 shares
    Change vs previous 13F +3,079 shares

    0.07% of the 13F portfolio, value $1,341,009.

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

    • Ascentis Independent Advisors: 5,326 shares
    • Ascentis Wealth Management, LLC: 80 shares

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

  3. period ended2025-12-31
    13F 2,327 shares
    Change vs previous 13F +1,396 shares

    0.05% of the 13F portfolio, value $572,870.

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

    • Ascentis Independent Advisors: 2,232 shares
    • Ascentis Wealth Management, LLC: 95 shares

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

  4. period ended2025-09-30
    13F 931 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $225,405.

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

    • Ascentis Independent Advisors: 836 shares
    • Ascentis Wealth Management, LLC: 95 shares

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

  5. period ended2025-06-30
    13F 971 shares
    Change vs previous 13F +948 shares

    0.02% of the 13F portfolio, value $209,527.

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

    • Ascentis Independent Advisors: 948 shares
    • Ascentis Wealth Management, LLC: 23 shares

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

  6. period ended2025-03-31
    13F 23 shares
    Change vs previous 13F -953 shares

    <0.01% of the 13F portfolio, value $4,625.

    13F-HR 0002032602-25-000001 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: 23 shares

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

  7. period ended2024-12-31
    13F 976 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $215,704.

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

    • Ascentis Independent Advisors: 968 shares
    • Ascentis Wealth Management, LLC: 8 shares

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