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Ascentis Wealth Management, LLC: NET position timeline

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

Ascentis Wealth Management, LLC held 60 NET 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 60 shares
    Change vs previous 13F -707 shares

    <0.01% of the 13F portfolio, value $14,716.

    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: 60 shares

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

  2. period ended2026-03-31
    13F 767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $158,260.

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

    • Ascentis Independent Advisors: 703 shares
    • Ascentis Wealth Management, LLC: 64 shares

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