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Ascentis Wealth Management, LLC: TPL position timeline

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

Ascentis Wealth Management, LLC held 570 TPL 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 570 shares
    Change vs previous 13F +552 shares

    0.04% of the 13F portfolio, value $249,435.

    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: 570 shares

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

  2. period ended2026-03-31
    13F 18 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $8,543.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -493 shares

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

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 493 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $524,228.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 214 shares
    • Ascentis Wealth Management, LLC: 279 shares

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

  5. period ended2025-03-31
    13F 566 shares
    Change vs previous 13F -86 shares

    0.09% of the 13F portfolio, value $757,714.

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

    • Ascentis Independent Advisors: 287 shares
    • Ascentis Wealth Management, LLC: 279 shares

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

  6. period ended2024-12-31
    13F 652 shares
    Change vs previous 13F -534 shares

    0.09% of the 13F portfolio, value $721,085.

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

    • Ascentis Independent Advisors: 413 shares
    • Ascentis Wealth Management, LLC: 239 shares

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

  7. period ended2024-09-30
    13F/A 1,186 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,049,262.

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

    • Ascentis Independent Advisors: 947 shares
    • Ascentis Wealth Management, LLC: 239 shares

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