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Ascentis Wealth Management, LLC: NULG position timeline

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

Ascentis Wealth Management, LLC held 0 NULG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -38,015 shares

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 38,015 shares
    Change vs previous 13F +28,057 shares

    0.26% of the 13F portfolio, value $3,457,241.

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

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

  3. period ended2025-12-31
    13F 9,958 shares
    Change vs previous 13F -16,974 shares

    0.16% of the 13F portfolio, value $973,931.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    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 26,932 shares
    Change vs previous 13F +1,143 shares

    0.45% of the 13F portfolio, value $2,676,913.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    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 25,789 shares
    Change vs previous 13F -2,990 shares

    0.45% of the 13F portfolio, value $2,422,902.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    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 28,779 shares
    Change vs previous 13F +7,474 shares

    0.45% of the 13F portfolio, value $2,252,838.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    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 21,305 shares
    Change vs previous 13F -24,881 shares

    0.35% of the 13F portfolio, value $1,828,821.

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

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

  8. period ended2024-09-30
    13F/A 46,186 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,816,421.

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

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