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Ascentis Wealth Management, LLC: SPSM position timeline

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

Ascentis Wealth Management, LLC held 201 SPSM 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 201 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $11,590.

    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: 201 shares

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

  2. period ended2026-03-31
    13F 319 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $15,413.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 118 shares
    • Ascentis Wealth Management, LLC: 201 shares

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

  3. period ended2025-12-31
    13F 201 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,417.

    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).

  4. period ended2025-09-30
    13F 201 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,308.

    13F-HR 0002032602-25-000005 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).

  5. period ended2025-06-30
    13F 201 shares
    Change vs previous 13F -49,808 shares

    <0.01% of the 13F portfolio, value $8,694.

    13F-HR 0001979372-25-000006 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: 201 shares

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

  6. period ended2025-03-31
    13F 50,009 shares
    Change vs previous 13F +5,413 shares

    0.25% of the 13F portfolio, value $2,038,395.

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

    • Ascentis Independent Advisors: 49,808 shares
    • Ascentis Wealth Management, LLC: 201 shares

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

  7. period ended2024-12-31
    13F 44,596 shares
    Change vs previous 13F +6,715 shares

    0.24% of the 13F portfolio, value $2,003,263.

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

    • Ascentis Independent Advisors: 44,395 shares
    • Ascentis Wealth Management, LLC: 201 shares

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

  8. period ended2024-09-30
    13F/A 37,881 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,723,974.

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

    • Ascentis Independent Advisors: 37,627 shares
    • Ascentis Wealth Management, LLC: 254 shares

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