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Disclosery

Ascentis Wealth Management, LLC: RTO position timeline

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

Ascentis Wealth Management, LLC held 0 RTO shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,796 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,796 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $67,884.

    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).

  3. period ended2025-03-31
    13F 2,802 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $64,499.

    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).

  4. period ended2024-12-31
    13F 2,708 shares
    Change vs previous 13F -8,177 shares

    0.02% of the 13F portfolio, value $68,563.

    13F-HR 0001979372-25-000002 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: 2,708 shares

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

  5. period ended2024-09-30
    13F/A 10,885 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $271,325.

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

    • Ascentis Independent Advisors: 8,174 shares
    • Ascentis Wealth Management, LLC: 2,711 shares

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