Ascentis Wealth Management, LLC: TYD position timeline

Ascentis Wealth Management, LLC held 0 TYD shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -16,471 shares

   13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 16,471 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $418,692.

   13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 16,471 shares

   Change vs previous 13F +3,756 shares

   0.09% of the 13F portfolio, value $423,139.

   13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 12,715 shares

   Change vs previous 13F +2,869 shares

   0.08% of the 13F portfolio, value $321,180.

   13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 9,846 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $252,352.

   13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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