Ascentis Wealth Management, LLC: TMUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on TMUS, newest first. How the timeline and the estimate are built.
Ascentis Wealth Management, LLC held 1,738 TMUS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F/A 1,738 sharesChange vs previous 13F -7,153 shares
0.04% of the 13F portfolio, value $291,492.
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: 1,738 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,891 sharesChange vs previous 13F +3,627 shares
0.1% of the 13F portfolio, value $1,867,479.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingested- Ascentis Independent Advisors: 7,419 shares
- Ascentis Wealth Management, LLC: 1,472 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,264 sharesChange vs previous 13F -1,085 shares
0.1% of the 13F portfolio, value $1,068,865.
13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingested- Ascentis Independent Advisors: 4,788 shares
- Ascentis Wealth Management, LLC: 476 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,349 sharesChange vs previous 13F -220 shares
0.26% of the 13F portfolio, value $1,519,893.
13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingested- Ascentis Independent Advisors: 6,349 shares
- Ascentis Wealth Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,569 sharesChange vs previous 13F +373 shares
0.16% of the 13F portfolio, value $1,565,491.
13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingested- Ascentis Independent Advisors: 6,474 shares
- Ascentis Wealth Management, LLC: 95 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,196 sharesChange vs previous 13F -717 shares
0.2% of the 13F portfolio, value $1,653,217.
13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingested- Ascentis Independent Advisors: 5,848 shares
- Ascentis Wealth Management, LLC: 348 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,913 sharesChange vs previous 13F -1,049 shares
0.29% of the 13F portfolio, value $1,525,934.
13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 7,962 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $1,643,013.
13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).