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Ascentis Wealth Management, LLC: LDOS position timeline

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

Ascentis Wealth Management, LLC held 0 LDOS 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 0 shares
    Change vs previous 13F -8,891 shares

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

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 8,891 shares
    Change vs previous 13F +4,512 shares

    0.08% of the 13F portfolio, value $1,382,854.

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

    • Ascentis Independent Advisors: 6,451 shares
    • Ascentis Wealth Management, LLC: 2,440 shares

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

  3. period ended2025-12-31
    13F 4,379 shares
    Change vs previous 13F -1,148 shares

    0.08% of the 13F portfolio, value $790,121.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,939 shares
    • Ascentis Wealth Management, LLC: 2,440 shares

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

  4. period ended2025-09-30
    13F 5,527 shares
    Change vs previous 13F -3,237 shares

    0.1% of the 13F portfolio, value $1,044,397.

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

    • Ascentis Independent Advisors: 3,087 shares
    • Ascentis Wealth Management, LLC: 2,440 shares

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

  5. period ended2025-06-30
    13F 8,764 shares
    Change vs previous 13F -1,220 shares

    0.15% of the 13F portfolio, value $1,391,383.

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

    • Ascentis Independent Advisors: 6,008 shares
    • Ascentis Wealth Management, LLC: 2,756 shares

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

  6. period ended2025-03-31
    13F 9,984 shares
    Change vs previous 13F +9,318 shares

    0.16% of the 13F portfolio, value $1,347,308.

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

    • Ascentis Independent Advisors: 6,762 shares
    • Ascentis Wealth Management, LLC: 3,222 shares

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

  7. period ended2024-12-31
    13F 666 shares
    Change vs previous 13F -82 shares

    0.03% of the 13F portfolio, value $95,938.

    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 748 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $121,924.

    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).