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Ascentis Wealth Management, LLC: SCHV position timeline

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

Ascentis Wealth Management, LLC held 1,314 SCHV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,314 shares
    Change vs previous 13F -325 shares

    0.01% of the 13F portfolio, value $45,761.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 723 shares
    • Ascentis Wealth Management, LLC: 591 shares

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

  2. period ended2026-03-31
    13F 1,639 shares
    Change vs previous 13F +1,048 shares

    <0.01% of the 13F portfolio, value $50,023.

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

    • Ascentis Independent Advisors: 1,048 shares
    • Ascentis Wealth Management, LLC: 591 shares

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

  3. period ended2025-12-31
    13F 591 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,517.

    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 591 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,222.

    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 591 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $16,535.

    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 591 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,719.

    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).