Ascentis Wealth Management, LLC: LIN position timeline

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

Ascentis Wealth Management, LLC held 1,352 LIN shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F/A 1,352 shares
Change vs previous 13F -3,382 shares
0.11% of the 13F portfolio, value $701,596.
13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Ascentis Independent Advisors: 0 shares
- Ascentis Wealth Management, LLC: 1,352 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,734 shares
Change vs previous 13F +1,587 shares
0.13% of the 13F portfolio, value $2,347,161.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Ascentis Independent Advisors: 3,360 shares
- Ascentis Wealth Management, LLC: 1,374 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,147 shares
Change vs previous 13F -718 shares
0.13% of the 13F portfolio, value $1,342,182.
13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Ascentis Independent Advisors: 1,711 shares
- Ascentis Wealth Management, LLC: 1,436 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,865 shares
Change vs previous 13F +1,011 shares
0.17% of the 13F portfolio, value $1,836,268.
13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Ascentis Independent Advisors: 2,374 shares
- Ascentis Wealth Management, LLC: 1,491 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,854 shares
Change vs previous 13F -71 shares
0.14% of the 13F portfolio, value $1,343,220.
13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Ascentis Independent Advisors: 2,330 shares
- Ascentis Wealth Management, LLC: 524 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,925 shares
Change vs previous 13F +110 shares
0.16% of the 13F portfolio, value $1,363,093.
13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Ascentis Independent Advisors: 2,377 shares
- Ascentis Wealth Management, LLC: 548 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,815 shares
Change vs previous 13F -2,713 shares
0.14% of the 13F portfolio, value $1,178,989.
13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Ascentis Independent Advisors: 2,330 shares
- Ascentis Wealth Management, LLC: 485 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 5,528 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $2,638,010.
13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Ascentis Independent Advisors: 4,202 shares
- Ascentis Wealth Management, LLC: 1,326 shares
Acceptance time not in the bulk data set (spec §4.2).