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Ascentis Wealth Management, LLC: PYPL position timeline

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

Ascentis Wealth Management, LLC held 1,277 PYPL 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 1,277 shares
    Change vs previous 13F -834 shares

    0.01% of the 13F portfolio, value $55,140.

    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: 1,277 shares

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

  2. period ended2026-03-31
    13F 2,111 shares
    Change vs previous 13F +834 shares

    0.01% of the 13F portfolio, value $95,485.

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

    • Ascentis Independent Advisors: 834 shares
    • Ascentis Wealth Management, LLC: 1,277 shares

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

  3. period ended2025-12-31
    13F 1,277 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $74,551.

    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 1,277 shares
    Change vs previous 13F -302 shares

    0.02% of the 13F portfolio, value $85,635.

    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 1,579 shares
    Change vs previous 13F -1,095 shares

    0.03% of the 13F portfolio, value $118,881.

    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 2,674 shares
    Change vs previous 13F -3,313 shares

    0.05% of the 13F portfolio, value $176,747.

    13F-HR 0002032602-25-000001 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: 2,674 shares

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

  7. period ended2024-12-31
    13F 5,987 shares
    Change vs previous 13F +3,408 shares

    0.06% of the 13F portfolio, value $510,989.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,560 shares
    • Ascentis Wealth Management, LLC: 3,427 shares

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

  8. period ended2024-09-30
    13F/A 2,579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,235.

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

    • Ascentis Independent Advisors: 309 shares
    • Ascentis Wealth Management, LLC: 2,270 shares

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