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Ascentis Wealth Management, LLC: QCOM position timeline

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

Ascentis Wealth Management, LLC held 3,030 QCOM 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 3,030 shares
    Change vs previous 13F -24,382 shares

    0.08% of the 13F portfolio, value $560,572.

    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: 3,030 shares

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

  2. period ended2026-03-31
    13F 27,412 shares
    Change vs previous 13F +9,171 shares

    0.19% of the 13F portfolio, value $3,530,601.

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

    • Ascentis Independent Advisors: 20,656 shares
    • Ascentis Wealth Management, LLC: 6,756 shares

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

  3. period ended2025-12-31
    13F 18,241 shares
    Change vs previous 13F +245 shares

    0.3% of the 13F portfolio, value $3,120,665.

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

    • Ascentis Independent Advisors: 11,370 shares
    • Ascentis Wealth Management, LLC: 6,871 shares

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

  4. period ended2025-09-30
    13F 17,996 shares
    Change vs previous 13F -2,407 shares

    0.28% of the 13F portfolio, value $2,994,422.

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

    • Ascentis Independent Advisors: 11,166 shares
    • Ascentis Wealth Management, LLC: 6,830 shares

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

  5. period ended2025-06-30
    13F 20,403 shares
    Change vs previous 13F -4,691 shares

    0.34% of the 13F portfolio, value $3,250,896.

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

    • Ascentis Independent Advisors: 13,518 shares
    • Ascentis Wealth Management, LLC: 6,885 shares

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

  6. period ended2025-03-31
    13F 25,094 shares
    Change vs previous 13F +7,914 shares

    0.46% of the 13F portfolio, value $3,850,270.

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

    • Ascentis Independent Advisors: 15,992 shares
    • Ascentis Wealth Management, LLC: 9,102 shares

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

  7. period ended2024-12-31
    13F 17,180 shares
    Change vs previous 13F +2,505 shares

    0.31% of the 13F portfolio, value $2,639,256.

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

    • Ascentis Independent Advisors: 13,032 shares
    • Ascentis Wealth Management, LLC: 4,148 shares

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

  8. period ended2024-09-30
    13F/A 14,675 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,495,406.

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

    • Ascentis Independent Advisors: 10,315 shares
    • Ascentis Wealth Management, LLC: 4,360 shares

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