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Ascentis Wealth Management, LLC: LEN position timeline

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

Ascentis Wealth Management, LLC held 714 LEN 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 714 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $64,627.

    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: 714 shares

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

  2. period ended2026-03-31
    13F 814 shares
    Change vs previous 13F -5,478 shares

    <0.01% of the 13F portfolio, value $70,783.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 104 shares
    • Ascentis Wealth Management, LLC: 710 shares

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

  3. period ended2025-12-31
    13F 6,292 shares
    Change vs previous 13F -698 shares

    0.06% of the 13F portfolio, value $646,869.

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

    • Ascentis Independent Advisors: 4,218 shares
    • Ascentis Wealth Management, LLC: 2,074 shares

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

  4. period ended2025-09-30
    13F 6,990 shares
    Change vs previous 13F +436 shares

    0.08% of the 13F portfolio, value $880,986.

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

    • Ascentis Independent Advisors: 4,918 shares
    • Ascentis Wealth Management, LLC: 2,072 shares

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

  5. period ended2025-06-30
    13F 6,554 shares
    Change vs previous 13F +1,199 shares

    0.08% of the 13F portfolio, value $734,595.

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

    • Ascentis Independent Advisors: 4,584 shares
    • Ascentis Wealth Management, LLC: 1,970 shares

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

  6. period ended2025-03-31
    13F 5,355 shares
    Change vs previous 13F +1,208 shares

    0.07% of the 13F portfolio, value $614,618.

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

    • Ascentis Independent Advisors: 5,214 shares
    • Ascentis Wealth Management, LLC: 141 shares

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

  7. period ended2024-12-31
    13F 4,147 shares
    Change vs previous 13F -1,896 shares

    0.07% of the 13F portfolio, value $565,531.

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

    • Ascentis Independent Advisors: 3,914 shares
    • Ascentis Wealth Management, LLC: 233 shares

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

  8. period ended2024-09-30
    13F/A 6,043 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,132,879.

    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).