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Ascentis Wealth Management, LLC: SBUX position timeline

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

Ascentis Wealth Management, LLC held 7,048 SBUX 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 7,048 shares
    Change vs previous 13F -3,869 shares

    0.1% of the 13F portfolio, value $720,202.

    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: 473 shares
    • Ascentis Wealth Management, LLC: 6,575 shares

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

  2. period ended2026-03-31
    13F 10,917 shares
    Change vs previous 13F +2,321 shares

    0.05% of the 13F portfolio, value $978,213.

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

    • Ascentis Independent Advisors: 2,635 shares
    • Ascentis Wealth Management, LLC: 8,282 shares

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

  3. period ended2025-12-31
    13F 8,596 shares
    Change vs previous 13F +2,650 shares

    0.17% of the 13F portfolio, value $723,834.

    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 5,946 shares
    Change vs previous 13F +30 shares

    0.11% of the 13F portfolio, value $503,011.

    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 5,916 shares
    Change vs previous 13F +1,691 shares

    0.13% of the 13F portfolio, value $561,524.

    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 4,225 shares
    Change vs previous 13F +2,220 shares

    0.13% of the 13F portfolio, value $415,001.

    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).

  7. period ended2024-12-31
    13F 2,005 shares
    Change vs previous 13F -3,756 shares

    0.06% of the 13F portfolio, value $182,956.

    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: 2,005 shares

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

  8. period ended2024-09-30
    13F/A 5,761 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $561,639.

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

    • Ascentis Independent Advisors: 3,756 shares
    • Ascentis Wealth Management, LLC: 2,005 shares

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