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Ascentis Wealth Management, LLC: NDSN position timeline

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

Ascentis Wealth Management, LLC held 2,462 NDSN 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 2,462 shares
    Change vs previous 13F -978 shares

    0.11% of the 13F portfolio, value $742,733.

    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: 2,462 shares

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

  2. period ended2026-03-31
    13F 3,440 shares
    Change vs previous 13F +3,357 shares

    0.05% of the 13F portfolio, value $915,242.

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

    • Ascentis Independent Advisors: 1,909 shares
    • Ascentis Wealth Management, LLC: 1,531 shares

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

  3. period ended2025-12-31
    13F 83 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $19,955.

    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 86 shares
    Change vs previous 13F -592 shares

    <0.01% of the 13F portfolio, value $19,517.

    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 678 shares
    Change vs previous 13F -21 shares

    0.04% of the 13F portfolio, value $148,963.

    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 699 shares
    Change vs previous 13F +220 shares

    0.04% of the 13F portfolio, value $140,528.

    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 479 shares
    Change vs previous 13F -514 shares

    0.03% of the 13F portfolio, value $100,217.

    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: 479 shares

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

  8. period ended2024-09-30
    13F/A 993 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $260,776.

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

    • Ascentis Independent Advisors: 172 shares
    • Ascentis Wealth Management, LLC: 821 shares

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