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Ascentis Wealth Management, LLC: USMV position timeline

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

Ascentis Wealth Management, LLC held 824 USMV 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 824 shares
    Change vs previous 13F -32,656 shares

    0.01% of the 13F portfolio, value $79,692.

    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: 824 shares

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

  2. period ended2026-03-31
    13F 33,480 shares
    Change vs previous 13F +16,391 shares

    0.17% of the 13F portfolio, value $3,105,033.

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

    • Ascentis Independent Advisors: 32,429 shares
    • Ascentis Wealth Management, LLC: 1,051 shares

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

  3. period ended2025-12-31
    13F 17,089 shares
    Change vs previous 13F -360 shares

    0.15% of the 13F portfolio, value $1,609,453.

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

    • Ascentis Independent Advisors: 15,856 shares
    • Ascentis Wealth Management, LLC: 1,233 shares

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

  4. period ended2025-09-30
    13F 17,449 shares
    Change vs previous 13F -191 shares

    0.16% of the 13F portfolio, value $1,660,447.

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

    • Ascentis Independent Advisors: 16,264 shares
    • Ascentis Wealth Management, LLC: 1,185 shares

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

  5. period ended2025-06-30
    13F 17,640 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $1,656,665.

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

    • Ascentis Independent Advisors: 16,497 shares
    • Ascentis Wealth Management, LLC: 1,143 shares

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

  6. period ended2025-03-31
    13F 17,840 shares
    Change vs previous 13F +1,579 shares

    0.2% of the 13F portfolio, value $1,671,177.

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

    • Ascentis Independent Advisors: 16,626 shares
    • Ascentis Wealth Management, LLC: 1,214 shares

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

  7. period ended2024-12-31
    13F 16,261 shares
    Change vs previous 13F -4,949 shares

    0.28% of the 13F portfolio, value $1,443,814.

    13F-HR 0001845003-25-000001 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).

  8. period ended2024-09-30
    13F/A 21,210 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,936,649.

    13F-HR 0001845003-24-000003 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).