Skip to content
Disclosery

Ascentis Wealth Management, LLC: SPYV position timeline

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

Ascentis Wealth Management, LLC held 576 SPYV 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 576 shares
    Change vs previous 13F -11,769 shares

    0.01% of the 13F portfolio, value $35,066.

    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: 576 shares

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

  2. period ended2026-03-31
    13F 12,345 shares
    Change vs previous 13F +11,769 shares

    0.04% of the 13F portfolio, value $698,512.

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

    • Ascentis Independent Advisors: 11,769 shares
    • Ascentis Wealth Management, LLC: 576 shares

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

  3. period ended2025-12-31
    13F 576 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $32,732.

    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 575 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $31,855.

    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 575 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $30,420.

    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 495 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $25,268.

    13F-HR 0002032602-25-000001 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).

  7. period ended2024-12-31
    13F 495 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $25,313.

    13F-HR 0001979372-25-000002 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: 495 shares

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

  8. period ended2024-09-30
    13F/A 625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,035.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1 shares
    • Ascentis Wealth Management, LLC: 624 shares

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