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Disclosery

Ascentis Wealth Management, LLC: SPBO position timeline

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

Ascentis Wealth Management, LLC held 0 SPBO shares at 2025-06-30 per its 13F-HR filed 2025-07-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -51,288 shares

    13F-HR 0001845003-25-000004 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 51,288 shares
    Change vs previous 13F -12,181 shares

    0.29% of the 13F portfolio, value $1,488,884.

    13F-HR 0001845003-25-000002 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).

  3. period ended2024-12-31
    13F 63,469 shares
    Change vs previous 13F +6,605 shares

    0.35% of the 13F portfolio, value $1,817,753.

    13F-HR 0001845003-25-000001 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).

  4. period ended2024-09-30
    13F/A 56,864 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,707,615.

    13F-HR 0001845003-24-000003 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).