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Ascentis Wealth Management, LLC: RSP position timeline

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

Ascentis Wealth Management, LLC held 5,808 RSP 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 5,808 shares
    Change vs previous 13F -21,976 shares

    0.18% of the 13F portfolio, value $1,235,755.

    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: 2,449 shares
    • Ascentis Wealth Management, LLC: 3,359 shares

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

  2. period ended2026-03-31
    13F 27,784 shares
    Change vs previous 13F +17,689 shares

    0.29% of the 13F portfolio, value $5,332,447.

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

    • Ascentis Independent Advisors: 24,425 shares
    • Ascentis Wealth Management, LLC: 3,359 shares

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

  3. period ended2025-12-31
    13F 10,095 shares
    Change vs previous 13F +818 shares

    0.18% of the 13F portfolio, value $1,933,797.

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

    • Ascentis Independent Advisors: 8,412 shares
    • Ascentis Wealth Management, LLC: 1,683 shares

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

  4. period ended2025-09-30
    13F 9,277 shares
    Change vs previous 13F +2,413 shares

    0.17% of the 13F portfolio, value $1,759,846.

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

    • Ascentis Independent Advisors: 7,594 shares
    • Ascentis Wealth Management, LLC: 1,683 shares

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

  5. period ended2025-06-30
    13F 6,864 shares
    Change vs previous 13F -12,468 shares

    0.13% of the 13F portfolio, value $1,250,607.

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

    • Ascentis Independent Advisors: 5,388 shares
    • Ascentis Wealth Management, LLC: 1,476 shares

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

  6. period ended2025-03-31
    13F 19,332 shares
    Change vs previous 13F +9,198 shares

    0.4% of the 13F portfolio, value $3,349,075.

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

    • Ascentis Independent Advisors: 17,849 shares
    • Ascentis Wealth Management, LLC: 1,483 shares

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

  7. period ended2024-12-31
    13F 10,134 shares
    Change vs previous 13F -4,411 shares

    0.21% of the 13F portfolio, value $1,775,808.

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

    • Ascentis Independent Advisors: 8,651 shares
    • Ascentis Wealth Management, LLC: 1,483 shares

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

  8. period ended2024-09-30
    13F/A 14,545 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,605,823.

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

    • Ascentis Independent Advisors: 13,062 shares
    • Ascentis Wealth Management, LLC: 1,483 shares

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