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Ascentis Wealth Management, LLC: SPYG position timeline

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

Ascentis Wealth Management, LLC held 2,996 SPYG 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 2,996 shares
    Change vs previous 13F -598 shares

    0.05% of the 13F portfolio, value $356,633.

    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: 2,996 shares

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

  2. period ended2026-03-31
    13F 3,594 shares
    Change vs previous 13F -1,877 shares

    0.02% of the 13F portfolio, value $351,982.

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

    • Ascentis Independent Advisors: 598 shares
    • Ascentis Wealth Management, LLC: 2,996 shares

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

  3. period ended2025-12-31
    13F 5,471 shares
    Change vs previous 13F +2,793 shares

    0.06% of the 13F portfolio, value $583,936.

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

    • Ascentis Independent Advisors: 2,837 shares
    • Ascentis Wealth Management, LLC: 2,634 shares

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

  4. period ended2025-09-30
    13F 2,678 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $280,020.

    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 2,678 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $252,718.

    13F-HR 0001979372-25-000006 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).

  6. period ended2025-03-31
    13F 2,718 shares
    Change vs previous 13F +291 shares

    0.07% of the 13F portfolio, value $220,087.

    13F-HR 0002032602-25-000001 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: 2,718 shares

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

  7. period ended2024-12-31
    13F 2,427 shares
    Change vs previous 13F -320 shares

    0.03% of the 13F portfolio, value $213,238.

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

    • Ascentis Independent Advisors: 2,293 shares
    • Ascentis Wealth Management, LLC: 134 shares

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

  8. period ended2024-09-30
    13F/A 2,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $233,910.

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

    • Ascentis Independent Advisors: 2,579 shares
    • Ascentis Wealth Management, LLC: 168 shares

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