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Disclosery

Ascentis Wealth Management, LLC: SOBO position timeline

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

Ascentis Wealth Management, LLC held 23 SOBO 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 23 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $808.

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

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

  2. period ended2026-03-31
    13F 30 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $999.

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

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