Skip to content
Disclosery

Ascentis Wealth Management, LLC: LOW position timeline

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

Ascentis Wealth Management, LLC held 1,388 LOW 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 1,388 shares
    Change vs previous 13F -10,217 shares

    0.04% of the 13F portfolio, value $306,074.

    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: 145 shares
    • Ascentis Wealth Management, LLC: 1,243 shares

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

  2. period ended2026-03-31
    13F 11,605 shares
    Change vs previous 13F +6,142 shares

    0.15% of the 13F portfolio, value $2,742,663.

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

    • Ascentis Independent Advisors: 10,889 shares
    • Ascentis Wealth Management, LLC: 716 shares

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

  3. period ended2025-12-31
    13F 5,463 shares
    Change vs previous 13F +58 shares

    0.13% of the 13F portfolio, value $1,317,667.

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

    • Ascentis Independent Advisors: 4,686 shares
    • Ascentis Wealth Management, LLC: 777 shares

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

  4. period ended2025-09-30
    13F 5,405 shares
    Change vs previous 13F -282 shares

    0.13% of the 13F portfolio, value $1,358,553.

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

    • Ascentis Independent Advisors: 4,632 shares
    • Ascentis Wealth Management, LLC: 773 shares

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

  5. period ended2025-06-30
    13F 5,687 shares
    Change vs previous 13F -1,587 shares

    0.13% of the 13F portfolio, value $1,269,940.

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

    • Ascentis Independent Advisors: 4,420 shares
    • Ascentis Wealth Management, LLC: 1,267 shares

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

  6. period ended2025-03-31
    13F 7,274 shares
    Change vs previous 13F -421 shares

    0.2% of the 13F portfolio, value $1,697,522.

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

    • Ascentis Independent Advisors: 6,227 shares
    • Ascentis Wealth Management, LLC: 1,047 shares

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

  7. period ended2024-12-31
    13F 7,695 shares
    Change vs previous 13F -1,413 shares

    0.22% of the 13F portfolio, value $1,899,422.

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

    • Ascentis Independent Advisors: 6,448 shares
    • Ascentis Wealth Management, LLC: 1,247 shares

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

  8. period ended2024-09-30
    13F/A 9,108 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,467,108.

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

    • Ascentis Independent Advisors: 7,838 shares
    • Ascentis Wealth Management, LLC: 1,270 shares

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