Skip to content
Disclosery

Ascentis Wealth Management, LLC: SRLN position timeline

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

Ascentis Wealth Management, LLC held 18,851 SRLN shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 18,851 shares
    Change vs previous 13F -53,273 shares

    2.05% of the 13F portfolio, value $759,601.

    13F-HR/A 0001845003-26-000007 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).

  2. period ended2026-03-31
    13F 72,124 shares
    Change vs previous 13F +35,227 shares

    0.22% of the 13F portfolio, value $2,895,073.

    13F-HR 0001845003-26-000004 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).

  3. period ended2025-12-31
    13F 36,897 shares
    Change vs previous 13F +2,260 shares

    0.25% of the 13F portfolio, value $1,522,720.

    13F-HR 0001845003-26-000001 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).

  4. period ended2025-09-30
    13F 34,637 shares
    Change vs previous 13F -6,378 shares

    0.24% of the 13F portfolio, value $1,440,215.

    13F-HR 0001845003-25-000006 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).

  5. period ended2025-06-30
    13F 41,015 shares
    Change vs previous 13F -16,841 shares

    0.32% of the 13F portfolio, value $1,705,794.

    13F-HR 0001845003-25-000004 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).

  6. period ended2025-03-31
    13F 57,856 shares
    Change vs previous 13F +8,316 shares

    0.47% of the 13F portfolio, value $2,379,619.

    13F-HR 0001845003-25-000002 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).

  7. period ended2024-12-31
    13F 49,540 shares
    Change vs previous 13F +36,708 shares

    0.4% of the 13F portfolio, value $2,067,308.

    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 12,832 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $535,860.

    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).