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Ascentis Wealth Management, LLC: IWP position timeline

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

Ascentis Wealth Management, LLC held 7,949 IWP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,949 shares
    Change vs previous 13F -21,928 shares

    3.14% of the 13F portfolio, value $1,165,413.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 29,877 shares
    Change vs previous 13F +12,995 shares

    0.29% of the 13F portfolio, value $3,827,873.

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

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

  3. period ended2025-12-31
    13F 16,882 shares
    Change vs previous 13F -2,829 shares

    0.37% of the 13F portfolio, value $2,311,831.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    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 19,711 shares
    Change vs previous 13F +1,199 shares

    0.47% of the 13F portfolio, value $2,806,978.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    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 18,512 shares
    Change vs previous 13F +8,730 shares

    0.48% of the 13F portfolio, value $2,567,219.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    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 9,782 shares
    Change vs previous 13F +107 shares

    0.23% of the 13F portfolio, value $1,149,274.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    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 9,675 shares
    Change vs previous 13F -981 shares

    0.23% of the 13F portfolio, value $1,226,266.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 10,656 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,249,882.

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

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