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Disclosery

Ascentis Wealth Management, LLC: SCCO position timeline

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

Ascentis Wealth Management, LLC held 14,047 SCCO 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 14,047 shares
    Change vs previous 13F -7,842 shares

    0.35% of the 13F portfolio, value $2,451,941.

    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: 320 shares
    • Ascentis Wealth Management, LLC: 13,727 shares

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

  2. period ended2026-03-31
    13F 21,889 shares
    Change vs previous 13F +6,145 shares

    0.21% of the 13F portfolio, value $3,766,335.

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

    • Ascentis Independent Advisors: 9,429 shares
    • Ascentis Wealth Management, LLC: 12,460 shares

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

  3. period ended2025-12-31
    13F 15,744 shares
    Change vs previous 13F +175 shares

    0.53% of the 13F portfolio, value $2,261,914.

    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 15,569 shares
    Change vs previous 13F +405 shares

    0.4% of the 13F portfolio, value $1,892,382.

    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 15,164 shares
    Change vs previous 13F +1,769 shares

    0.37% of the 13F portfolio, value $1,550,446.

    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 13,395 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,259,653.

    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).