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Ascentis Wealth Management, LLC: VEA position timeline

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

Ascentis Wealth Management, LLC held 12,099 VEA 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 12,099 shares
    Change vs previous 13F -54,524 shares

    0.12% of the 13F portfolio, value $862,022.

    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: 1,008 shares
    • Ascentis Wealth Management, LLC: 11,091 shares

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

  2. period ended2026-03-31
    13F 66,623 shares
    Change vs previous 13F +49,601 shares

    0.23% of the 13F portfolio, value $4,269,235.

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

    • Ascentis Independent Advisors: 57,801 shares
    • Ascentis Wealth Management, LLC: 8,822 shares

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

  3. period ended2025-12-31
    13F 17,022 shares
    Change vs previous 13F +1,830 shares

    0.1% of the 13F portfolio, value $1,063,325.

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

    • Ascentis Independent Advisors: 14,452 shares
    • Ascentis Wealth Management, LLC: 2,570 shares

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

  4. period ended2025-09-30
    13F 15,192 shares
    Change vs previous 13F -1,256 shares

    0.09% of the 13F portfolio, value $910,271.

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

    • Ascentis Independent Advisors: 12,716 shares
    • Ascentis Wealth Management, LLC: 2,476 shares

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

  5. period ended2025-06-30
    13F 16,448 shares
    Change vs previous 13F +2,652 shares

    0.1% of the 13F portfolio, value $937,541.

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

    • Ascentis Independent Advisors: 12,626 shares
    • Ascentis Wealth Management, LLC: 3,822 shares

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

  6. period ended2025-03-31
    13F 13,796 shares
    Change vs previous 13F +3,465 shares

    0.14% of the 13F portfolio, value $701,235.

    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 10,331 shares
    Change vs previous 13F -3,009 shares

    0.09% of the 13F portfolio, value $494,033.

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

    • Ascentis Independent Advisors: 10,331 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F/A 13,340 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $704,501.

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

    • Ascentis Independent Advisors: 10,415 shares
    • Ascentis Wealth Management, LLC: 2,925 shares

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