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Ascentis Wealth Management, LLC: SPYM position timeline

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

Ascentis Wealth Management, LLC held 6,849 SPYM 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 6,849 shares
    Change vs previous 13F -27,085 shares

    0.09% of the 13F portfolio, value $601,859.

    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: 6,849 shares

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

  2. period ended2026-03-31
    13F 33,934 shares
    Change vs previous 13F +17,103 shares

    0.14% of the 13F portfolio, value $2,597,307.

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

    • Ascentis Independent Advisors: 33,571 shares
    • Ascentis Wealth Management, LLC: 363 shares

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

  3. period ended2025-12-31
    13F 16,831 shares
    Change vs previous 13F -338 shares

    0.13% of the 13F portfolio, value $1,350,181.

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

    • Ascentis Independent Advisors: 16,468 shares
    • Ascentis Wealth Management, LLC: 363 shares

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

  4. period ended2025-09-30
    13F 17,169 shares
    Change vs previous 13F -350 shares

    0.13% of the 13F portfolio, value $1,345,018.

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

    • Ascentis Independent Advisors: 16,793 shares
    • Ascentis Wealth Management, LLC: 376 shares

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

  5. period ended2025-06-30
    13F 17,519 shares
    Change vs previous 13F -111,113 shares

    0.13% of the 13F portfolio, value $1,273,440.

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

    • Ascentis Independent Advisors: 17,143 shares
    • Ascentis Wealth Management, LLC: 376 shares

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

  6. period ended2025-03-31
    13F 128,632 shares
    Change vs previous 13F -20,199 shares

    1.02% of the 13F portfolio, value $8,458,895.

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

    • Ascentis Independent Advisors: 128,256 shares
    • Ascentis Wealth Management, LLC: 376 shares

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

  7. period ended2024-12-31
    13F 148,831 shares
    Change vs previous 13F +11,950 shares

    1.21% of the 13F portfolio, value $10,260,380.

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

    • Ascentis Independent Advisors: 148,455 shares
    • Ascentis Wealth Management, LLC: 376 shares

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

  8. period ended2024-09-30
    13F/A 136,881 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $9,240,823.

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

    • Ascentis Independent Advisors: 136,398 shares
    • Ascentis Wealth Management, LLC: 483 shares

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