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Ascentis Wealth Management, LLC: VCLT position timeline

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

Ascentis Wealth Management, LLC held 9,195 VCLT 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 9,195 shares
    Change vs previous 13F -16,677 shares

    1.87% of the 13F portfolio, value $693,681.

    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 25,872 shares
    Change vs previous 13F +14,112 shares

    0.15% of the 13F portfolio, value $1,933,196.

    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 11,760 shares
    Change vs previous 13F +288 shares

    0.14% of the 13F portfolio, value $891,988.

    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 11,472 shares
    Change vs previous 13F +1,369 shares

    0.15% of the 13F portfolio, value $890,766.

    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 10,103 shares
    Change vs previous 13F -582 shares

    0.14% of the 13F portfolio, value $766,788.

    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 10,685 shares
    Change vs previous 13F -5,875 shares

    0.16% of the 13F portfolio, value $811,121.

    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 16,560 shares
    Change vs previous 13F -6,437 shares

    0.24% of the 13F portfolio, value $1,238,336.

    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 22,997 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,868,016.

    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).