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Ascentis Wealth Management, LLC: VG position timeline

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

Ascentis Wealth Management, LLC held 37,002 VG 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 37,002 shares
    Change vs previous 13F -92,668 shares

    0.06% of the 13F portfolio, value $411,831.

    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: 0 shares
    • Ascentis Wealth Management, LLC: 37,002 shares

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

  2. period ended2026-03-31
    13F 129,670 shares
    Change vs previous 13F +16,533 shares

    0.11% of the 13F portfolio, value $2,043,596.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,267 shares
    • Ascentis Wealth Management, LLC: 128,403 shares

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

  3. period ended2025-12-31
    13F 113,137 shares
    Change vs previous 13F +31,497 shares

    0.18% of the 13F portfolio, value $771,591.

    13F-HR 0002032602-26-000001 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).

  4. period ended2025-09-30
    13F 81,640 shares
    Change vs previous 13F +7,276 shares

    0.25% of the 13F portfolio, value $1,158,474.

    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 ended2025-06-30
    13F 74,364 shares
    Change vs previous 13F +68,364 shares

    0.27% of the 13F portfolio, value $1,109,508.

    13F-HR 0001979372-25-000006 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).

  6. period ended2025-03-31
    13F 6,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $60,000.

    13F-HR 0002032602-25-000001 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).