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Ascentis Wealth Management, LLC: MSCI position timeline

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

Ascentis Wealth Management, LLC held 194 MSCI 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 194 shares
    Change vs previous 13F -523 shares

    0.02% of the 13F portfolio, value $108,641.

    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: 194 shares

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

  2. period ended2026-03-31
    13F 717 shares
    Change vs previous 13F -145 shares

    0.02% of the 13F portfolio, value $386,468.

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

    • Ascentis Independent Advisors: 10 shares
    • Ascentis Wealth Management, LLC: 707 shares

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

  3. period ended2025-12-31
    13F 862 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $494,532.

    13F-HR 0002032602-26-000001 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).

  4. period ended2025-09-30
    13F 912 shares
    Change vs previous 13F +37 shares

    0.11% of the 13F portfolio, value $517,453.

    13F-HR 0002032602-25-000005 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).

  5. period ended2025-06-30
    13F 875 shares
    Change vs previous 13F +95 shares

    0.12% of the 13F portfolio, value $508,653.

    13F-HR 0001979372-25-000006 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).

  6. period ended2025-03-31
    13F 780 shares
    Change vs previous 13F -27 shares

    0.14% of the 13F portfolio, value $442,471.

    13F-HR 0002032602-25-000001 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).

  7. period ended2024-12-31
    13F 807 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $484,201.

    13F-HR 0001979372-25-000002 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: 807 shares

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

  8. period ended2024-09-30
    13F/A 781 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $455,245.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 40 shares
    • Ascentis Wealth Management, LLC: 741 shares

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