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Ascentis Wealth Management, LLC: SBSW position timeline

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

Ascentis Wealth Management, LLC held 465 SBSW 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 465 shares
    Change vs previous 13F -1,429 shares

    <0.01% of the 13F portfolio, value $3,947.

    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: 465 shares

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

  2. period ended2026-03-31
    13F 1,894 shares
    Change vs previous 13F +1,293 shares

    <0.01% of the 13F portfolio, value $23,332.

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

    • Ascentis Independent Advisors: 856 shares
    • Ascentis Wealth Management, LLC: 1,038 shares

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

  3. period ended2025-12-31
    13F 601 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $8,563.

    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 561 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,304.

    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).