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Ascentis Wealth Management, LLC: VEU position timeline

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

Ascentis Wealth Management, LLC held 12,472 VEU 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 12,472 shares
    Change vs previous 13F -33,251 shares

    0.15% of the 13F portfolio, value $1,045,937.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,241 shares
    • Ascentis Wealth Management, LLC: 231 shares

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

  2. period ended2026-03-31
    13F 45,723 shares
    Change vs previous 13F +34,503 shares

    0.19% of the 13F portfolio, value $3,433,930.

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

    • Ascentis Independent Advisors: 45,492 shares
    • Ascentis Wealth Management, LLC: 231 shares

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

  3. period ended2025-12-31
    13F 11,220 shares
    Change vs previous 13F +11,069 shares

    0.08% of the 13F portfolio, value $825,322.

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

    • Ascentis Independent Advisors: 11,069 shares
    • Ascentis Wealth Management, LLC: 151 shares

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

  4. period ended2025-09-30
    13F 151 shares
    Change vs previous 13F +151 shares

    <0.01% of the 13F portfolio, value $10,776.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,277 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F/A 3,277 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $206,451.

    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).