Skip to content
Disclosery

Ascentis Wealth Management, LLC: SMCI position timeline

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

Ascentis Wealth Management, LLC held 578 SMCI 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 578 shares
    Change vs previous 13F -14,600 shares

    <0.01% of the 13F portfolio, value $16,950.

    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: 20 shares
    • Ascentis Wealth Management, LLC: 558 shares

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

  2. period ended2026-03-31
    13F 15,178 shares
    Change vs previous 13F +5,600 shares

    0.02% of the 13F portfolio, value $345,598.

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

    • Ascentis Independent Advisors: 14,620 shares
    • Ascentis Wealth Management, LLC: 558 shares

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

  3. period ended2025-12-31
    13F 9,578 shares
    Change vs previous 13F +194 shares

    0.03% of the 13F portfolio, value $280,346.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,020 shares
    • Ascentis Wealth Management, LLC: 558 shares

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

  4. period ended2025-09-30
    13F 9,384 shares
    Change vs previous 13F -524 shares

    0.04% of the 13F portfolio, value $449,866.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,826 shares
    • Ascentis Wealth Management, LLC: 558 shares

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

  5. period ended2025-06-30
    13F 9,908 shares
    Change vs previous 13F +763 shares

    0.05% of the 13F portfolio, value $484,581.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,350 shares
    • Ascentis Wealth Management, LLC: 558 shares

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

  6. period ended2025-03-31
    13F 9,145 shares
    Change vs previous 13F -462 shares

    0.04% of the 13F portfolio, value $313,560.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,607 shares
    • Ascentis Wealth Management, LLC: 538 shares

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

  7. period ended2024-12-31
    13F 9,607 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $292,821.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,604 shares
    • Ascentis Wealth Management, LLC: 3 shares

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