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Ascentis Wealth Management, LLC: SPAB position timeline

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

Ascentis Wealth Management, LLC held 656 SPAB 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 656 shares
    Change vs previous 13F -39,124 shares

    <0.01% of the 13F portfolio, value $16,740.

    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: 656 shares

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

  2. period ended2026-03-31
    13F 39,780 shares
    Change vs previous 13F +39,124 shares

    0.06% of the 13F portfolio, value $1,019,163.

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

    • Ascentis Independent Advisors: 39,124 shares
    • Ascentis Wealth Management, LLC: 656 shares

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

  3. period ended2025-12-31
    13F 656 shares
    Change vs previous 13F -32,268 shares

    <0.01% of the 13F portfolio, value $16,891.

    13F-HR 0002032602-26-000001 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: 656 shares

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

  4. period ended2025-09-30
    13F 32,924 shares
    Change vs previous 13F +4,814 shares

    0.08% of the 13F portfolio, value $851,084.

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

    • Ascentis Independent Advisors: 32,268 shares
    • Ascentis Wealth Management, LLC: 656 shares

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

  5. period ended2025-06-30
    13F 28,110 shares
    Change vs previous 13F -2,237 shares

    0.08% of the 13F portfolio, value $719,549.

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

    • Ascentis Independent Advisors: 27,454 shares
    • Ascentis Wealth Management, LLC: 656 shares

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

  6. period ended2025-03-31
    13F 30,347 shares
    Change vs previous 13F +4,582 shares

    0.09% of the 13F portfolio, value $775,048.

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

    • Ascentis Independent Advisors: 29,691 shares
    • Ascentis Wealth Management, LLC: 656 shares

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

  7. period ended2024-12-31
    13F 25,765 shares
    Change vs previous 13F -28,222 shares

    0.08% of the 13F portfolio, value $643,865.

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

    • Ascentis Independent Advisors: 25,109 shares
    • Ascentis Wealth Management, LLC: 656 shares

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

  8. period ended2024-09-30
    13F/A 53,987 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,411,198.

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

    • Ascentis Independent Advisors: 53,155 shares
    • Ascentis Wealth Management, LLC: 832 shares

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