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Ascentis Wealth Management, LLC: V position timeline

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

Ascentis Wealth Management, LLC held 3,165 V 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 3,165 shares
    Change vs previous 13F -24,616 shares

    0.15% of the 13F portfolio, value $1,086,211.

    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: 136 shares
    • Ascentis Wealth Management, LLC: 3,029 shares

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

  2. period ended2026-03-31
    13F 27,781 shares
    Change vs previous 13F +10,346 shares

    0.46% of the 13F portfolio, value $8,397,313.

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

    • Ascentis Independent Advisors: 23,761 shares
    • Ascentis Wealth Management, LLC: 4,020 shares

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

  3. period ended2025-12-31
    13F 17,435 shares
    Change vs previous 13F +496 shares

    0.58% of the 13F portfolio, value $6,115,059.

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

    • Ascentis Independent Advisors: 12,953 shares
    • Ascentis Wealth Management, LLC: 4,482 shares

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

  4. period ended2025-09-30
    13F 16,939 shares
    Change vs previous 13F +1,372 shares

    0.54% of the 13F portfolio, value $5,783,531.

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

    • Ascentis Independent Advisors: 12,296 shares
    • Ascentis Wealth Management, LLC: 4,643 shares

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

  5. period ended2025-06-30
    13F 15,567 shares
    Change vs previous 13F +1,040 shares

    0.58% of the 13F portfolio, value $5,529,158.

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

    • Ascentis Independent Advisors: 12,175 shares
    • Ascentis Wealth Management, LLC: 3,392 shares

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

  6. period ended2025-03-31
    13F 14,527 shares
    Change vs previous 13F +439 shares

    0.61% of the 13F portfolio, value $5,078,651.

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

    • Ascentis Independent Advisors: 11,176 shares
    • Ascentis Wealth Management, LLC: 3,351 shares

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

  7. period ended2024-12-31
    13F 14,088 shares
    Change vs previous 13F -705 shares

    0.53% of the 13F portfolio, value $4,452,717.

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

    • Ascentis Independent Advisors: 11,444 shares
    • Ascentis Wealth Management, LLC: 2,644 shares

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

  8. period ended2024-09-30
    13F/A 14,793 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,067,393.

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

    • Ascentis Independent Advisors: 12,385 shares
    • Ascentis Wealth Management, LLC: 2,408 shares

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