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Disclosery

Ascentis Wealth Management, LLC: SDY position timeline

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

Ascentis Wealth Management, LLC held 3,498 SDY 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 3,498 shares
    Change vs previous 13F -2,126 shares

    0.08% of the 13F portfolio, value $533,694.

    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: 3,498 shares

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

  2. period ended2026-03-31
    13F 5,624 shares
    Change vs previous 13F +1,916 shares

    0.04% of the 13F portfolio, value $820,949.

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

    • Ascentis Independent Advisors: 2,045 shares
    • Ascentis Wealth Management, LLC: 3,579 shares

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

  3. period ended2025-12-31
    13F 3,708 shares
    Change vs previous 13F +63 shares

    0.12% of the 13F portfolio, value $517,341.

    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 3,645 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $511,747.

    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 3,641 shares
    Change vs previous 13F -10 shares

    0.12% of the 13F portfolio, value $503,992.

    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 3,651 shares
    Change vs previous 13F +3,546 shares

    0.15% of the 13F portfolio, value $496,222.

    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 105 shares
    Change vs previous 13F -680 shares

    <0.01% of the 13F portfolio, value $13,870.

    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: 105 shares

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

  8. period ended2024-09-30
    13F/A 785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $111,489.

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

    • Ascentis Independent Advisors: 680 shares
    • Ascentis Wealth Management, LLC: 105 shares

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