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Ascentis Wealth Management, LLC: SPG position timeline

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

Ascentis Wealth Management, LLC held 3,115 SPG 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 3,115 shares
    Change vs previous 13F -9,288 shares

    0.1% of the 13F portfolio, value $697,223.

    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: 13 shares
    • Ascentis Wealth Management, LLC: 3,102 shares

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

  2. period ended2026-03-31
    13F 12,403 shares
    Change vs previous 13F +2,962 shares

    0.13% of the 13F portfolio, value $2,313,614.

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

    • Ascentis Independent Advisors: 9,471 shares
    • Ascentis Wealth Management, LLC: 2,932 shares

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

  3. period ended2025-12-31
    13F 9,441 shares
    Change vs previous 13F -333 shares

    0.17% of the 13F portfolio, value $1,748,432.

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

    • Ascentis Independent Advisors: 6,500 shares
    • Ascentis Wealth Management, LLC: 2,941 shares

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

  4. period ended2025-09-30
    13F 9,774 shares
    Change vs previous 13F -1,817 shares

    0.17% of the 13F portfolio, value $1,834,960.

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

    • Ascentis Independent Advisors: 6,835 shares
    • Ascentis Wealth Management, LLC: 2,939 shares

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

  5. period ended2025-06-30
    13F 11,591 shares
    Change vs previous 13F +348 shares

    0.2% of the 13F portfolio, value $1,874,556.

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

    • Ascentis Independent Advisors: 8,616 shares
    • Ascentis Wealth Management, LLC: 2,975 shares

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

  6. period ended2025-03-31
    13F 11,243 shares
    Change vs previous 13F +5,825 shares

    0.22% of the 13F portfolio, value $1,869,004.

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

    • Ascentis Independent Advisors: 8,389 shares
    • Ascentis Wealth Management, LLC: 2,854 shares

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

  7. period ended2024-12-31
    13F 5,418 shares
    Change vs previous 13F +4,831 shares

    0.18% of the 13F portfolio, value $932,974.

    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).

  8. period ended2024-09-30
    13F/A 587 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $99,203.

    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).