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Ascentis Wealth Management, LLC: VBK position timeline

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

Ascentis Wealth Management, LLC held 2,949 VBK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,949 shares
    Change vs previous 13F -6,684 shares

    2.91% of the 13F portfolio, value $1,081,554.

    13F-HR/A 0001845003-26-000007 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).

  2. period ended2026-03-31
    13F 9,633 shares
    Change vs previous 13F +4,617 shares

    0.22% of the 13F portfolio, value $2,912,186.

    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 ended2025-12-31
    13F 5,016 shares
    Change vs previous 13F -312 shares

    0.24% of the 13F portfolio, value $1,515,381.

    13F-HR 0001845003-26-000001 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).

  4. period ended2025-09-30
    13F 5,328 shares
    Change vs previous 13F +449 shares

    0.27% of the 13F portfolio, value $1,585,574.

    13F-HR 0001845003-25-000006 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).

  5. period ended2025-06-30
    13F 4,879 shares
    Change vs previous 13F +2,229 shares

    0.25% of the 13F portfolio, value $1,351,133.

    13F-HR 0001845003-25-000004 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).

  6. period ended2025-03-31
    13F 2,650 shares
    Change vs previous 13F +246 shares

    0.13% of the 13F portfolio, value $667,267.

    13F-HR 0001845003-25-000002 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).

  7. period ended2024-12-31
    13F 2,404 shares
    Change vs previous 13F +213 shares

    0.13% of the 13F portfolio, value $673,312.

    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 2,191 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $585,763.

    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).