Ascentis Wealth Management, LLC: REMX position timeline

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

Ascentis Wealth Management, LLC held 415 REMX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F/A 415 shares
Change vs previous 13F -6,212 shares
0.1% of the 13F portfolio, value $36,726.
13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,627 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $583,176.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).