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Ascentis Wealth Management, LLC: SOLS position timeline

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

Ascentis Wealth Management, LLC held 104 SOLS 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 104 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $9,211.

    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: 26 shares
    • Ascentis Wealth Management, LLC: 78 shares

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

  2. period ended2026-03-31
    13F 376 shares
    Change vs previous 13F +236 shares

    <0.01% of the 13F portfolio, value $28,634.

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

    • Ascentis Independent Advisors: 298 shares
    • Ascentis Wealth Management, LLC: 78 shares

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

  3. period ended2025-12-31
    13F 140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,800.

    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).