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Ascentis Wealth Management, LLC: RGTI position timeline

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

Ascentis Wealth Management, LLC held 36,004 RGTI 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 36,004 shares
    Change vs previous 13F -6,315 shares

    0.1% of the 13F portfolio, value $695,594.

    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: 36,004 shares

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

  2. period ended2026-03-31
    13F 42,319 shares
    Change vs previous 13F +318 shares

    0.03% of the 13F portfolio, value $594,157.

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

    • Ascentis Independent Advisors: 315 shares
    • Ascentis Wealth Management, LLC: 42,004 shares

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

  3. period ended2025-12-31
    13F 42,001 shares
    Change vs previous 13F +2,411 shares

    0.22% of the 13F portfolio, value $930,320.

    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 39,590 shares
    Change vs previous 13F +28,090 shares

    0.25% of the 13F portfolio, value $1,179,385.

    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 11,500 shares
    Change vs previous 13F +10,000 shares

    0.03% of the 13F portfolio, value $130,295.

    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 1,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,715.

    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).