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Ascentis Wealth Management, LLC: NUV position timeline

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

Ascentis Wealth Management, LLC held 26,566 NUV 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 26,566 shares
    Change vs previous 13F -14,747 shares

    0.04% of the 13F portfolio, value $244,942.

    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: 26,566 shares

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

  2. period ended2026-03-31
    13F 41,313 shares
    Change vs previous 13F +2,326 shares

    0.02% of the 13F portfolio, value $371,414.

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

    • Ascentis Independent Advisors: 21,984 shares
    • Ascentis Wealth Management, LLC: 19,329 shares

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

  3. period ended2025-12-31
    13F 38,987 shares
    Change vs previous 13F +6,608 shares

    0.03% of the 13F portfolio, value $353,231.

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

    • Ascentis Independent Advisors: 19,658 shares
    • Ascentis Wealth Management, LLC: 19,329 shares

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

  4. period ended2025-09-30
    13F 32,379 shares
    Change vs previous 13F +1,540 shares

    0.03% of the 13F portfolio, value $290,770.

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

    • Ascentis Independent Advisors: 17,606 shares
    • Ascentis Wealth Management, LLC: 14,773 shares

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

  5. period ended2025-06-30
    13F 30,839 shares
    Change vs previous 13F +10,917 shares

    0.03% of the 13F portfolio, value $268,733.

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

    • Ascentis Independent Advisors: 16,066 shares
    • Ascentis Wealth Management, LLC: 14,773 shares

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

  6. period ended2025-03-31
    13F 19,922 shares
    Change vs previous 13F +17,447 shares

    0.05% of the 13F portfolio, value $174,725.

    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 2,475 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $21,260.

    13F-HR 0001979372-25-000002 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).

  8. period ended2024-09-30
    13F 2,475 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,324.

    13F-HR 0001979372-24-000005 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).