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Ascentis Wealth Management, LLC: TXN position timeline

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

Ascentis Wealth Management, LLC held 2,687 TXN 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 2,687 shares
    Change vs previous 13F -9,636 shares

    0.12% of the 13F portfolio, value $801,027.

    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: 2,687 shares

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

  2. period ended2026-03-31
    13F 12,323 shares
    Change vs previous 13F +3,133 shares

    0.13% of the 13F portfolio, value $2,392,760.

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

    • Ascentis Independent Advisors: 9,514 shares
    • Ascentis Wealth Management, LLC: 2,809 shares

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

  3. period ended2025-12-31
    13F 9,190 shares
    Change vs previous 13F -1,160 shares

    0.15% of the 13F portfolio, value $1,594,436.

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

    • Ascentis Independent Advisors: 6,380 shares
    • Ascentis Wealth Management, LLC: 2,810 shares

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

  4. period ended2025-09-30
    13F 10,350 shares
    Change vs previous 13F +2,217 shares

    0.18% of the 13F portfolio, value $1,901,674.

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

    • Ascentis Independent Advisors: 7,663 shares
    • Ascentis Wealth Management, LLC: 2,687 shares

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

  5. period ended2025-06-30
    13F 8,133 shares
    Change vs previous 13F +769 shares

    0.18% of the 13F portfolio, value $1,688,823.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,050 shares
    • Ascentis Wealth Management, LLC: 83 shares

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

  6. period ended2025-03-31
    13F 7,364 shares
    Change vs previous 13F -132 shares

    0.16% of the 13F portfolio, value $1,323,253.

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

    • Ascentis Independent Advisors: 7,269 shares
    • Ascentis Wealth Management, LLC: 95 shares

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

  7. period ended2024-12-31
    13F 7,496 shares
    Change vs previous 13F -1,769 shares

    0.17% of the 13F portfolio, value $1,405,575.

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

    • Ascentis Independent Advisors: 7,464 shares
    • Ascentis Wealth Management, LLC: 32 shares

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

  8. period ended2024-09-30
    13F/A 9,265 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,913,751.

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

    • Ascentis Independent Advisors: 9,223 shares
    • Ascentis Wealth Management, LLC: 42 shares

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