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Ascentis Wealth Management, LLC: NOW position timeline

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

Ascentis Wealth Management, LLC held 2,387 NOW 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 2,387 shares
    Change vs previous 13F -7,192 shares

    0.03% of the 13F portfolio, value $236,962.

    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: 35 shares
    • Ascentis Wealth Management, LLC: 2,352 shares

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

  2. period ended2026-03-31
    13F 9,579 shares
    Change vs previous 13F -1,396 shares

    0.05% of the 13F portfolio, value $1,001,477.

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

    • Ascentis Independent Advisors: 4,413 shares
    • Ascentis Wealth Management, LLC: 5,166 shares

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

  3. period ended2025-12-31
    13F 10,975 shares
    Change vs previous 13F +9,230 shares

    0.16% of the 13F portfolio, value $1,681,233.

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

    • Ascentis Independent Advisors: 7,203 shares
    • Ascentis Wealth Management, LLC: 3,772 shares

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

  4. period ended2025-09-30
    13F 1,745 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $1,605,867.

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

    • Ascentis Independent Advisors: 1,092 shares
    • Ascentis Wealth Management, LLC: 653 shares

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

  5. period ended2025-06-30
    13F 1,723 shares
    Change vs previous 13F +410 shares

    0.18% of the 13F portfolio, value $1,760,963.

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

    • Ascentis Independent Advisors: 1,072 shares
    • Ascentis Wealth Management, LLC: 651 shares

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

  6. period ended2025-03-31
    13F 1,313 shares
    Change vs previous 13F -117 shares

    0.13% of the 13F portfolio, value $1,052,573.

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

    • Ascentis Independent Advisors: 833 shares
    • Ascentis Wealth Management, LLC: 480 shares

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

  7. period ended2024-12-31
    13F 1,430 shares
    Change vs previous 13F -74 shares

    0.18% of the 13F portfolio, value $1,515,949.

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

    • Ascentis Independent Advisors: 741 shares
    • Ascentis Wealth Management, LLC: 689 shares

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

  8. period ended2024-09-30
    13F/A 1,504 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,345,137.

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

    • Ascentis Independent Advisors: 724 shares
    • Ascentis Wealth Management, LLC: 780 shares

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