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Ascentis Wealth Management, LLC: SYY position timeline

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

Ascentis Wealth Management, LLC held 114 SYY 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 114 shares
    Change vs previous 13F -6,463 shares

    <0.01% of the 13F portfolio, value $9,528.

    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: 114 shares

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

  2. period ended2026-03-31
    13F 6,577 shares
    Change vs previous 13F -4,717 shares

    0.03% of the 13F portfolio, value $469,111.

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

    • Ascentis Independent Advisors: 5,929 shares
    • Ascentis Wealth Management, LLC: 648 shares

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

  3. period ended2025-12-31
    13F 11,294 shares
    Change vs previous 13F +11,062 shares

    0.08% of the 13F portfolio, value $832,232.

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

    • Ascentis Independent Advisors: 6,310 shares
    • Ascentis Wealth Management, LLC: 4,984 shares

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

  4. period ended2025-09-30
    13F 232 shares
    Change vs previous 13F -2,089 shares

    <0.01% of the 13F portfolio, value $19,102.

    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 2,321 shares
    Change vs previous 13F -132 shares

    0.04% of the 13F portfolio, value $179,216.

    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 2,453 shares
    Change vs previous 13F -677 shares

    0.06% of the 13F portfolio, value $184,969.

    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 3,130 shares
    Change vs previous 13F -102 shares

    0.07% of the 13F portfolio, value $239,371.

    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: 3,130 shares

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

  8. period ended2024-09-30
    13F/A 3,232 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,345.

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

    • Ascentis Independent Advisors: 18 shares
    • Ascentis Wealth Management, LLC: 3,214 shares

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