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Ascentis Wealth Management, LLC: VGSH position timeline

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

Ascentis Wealth Management, LLC held 19,740 VGSH 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 19,740 shares
    Change vs previous 13F -112,394 shares

    0.16% of the 13F portfolio, value $1,149,910.

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

    • Ascentis Independent Advisors: 19,345 shares
    • Ascentis Wealth Management, LLC: 395 shares

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

  2. period ended2026-03-31
    13F 132,134 shares
    Change vs previous 13F +64,320 shares

    0.42% of the 13F portfolio, value $7,735,210.

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

    • Ascentis Independent Advisors: 131,739 shares
    • Ascentis Wealth Management, LLC: 395 shares

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

  3. period ended2025-12-31
    13F 67,814 shares
    Change vs previous 13F +53,357 shares

    0.38% of the 13F portfolio, value $3,982,705.

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

    • Ascentis Independent Advisors: 67,419 shares
    • Ascentis Wealth Management, LLC: 395 shares

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

  4. period ended2025-09-30
    13F 14,457 shares
    Change vs previous 13F +6,841 shares

    0.08% of the 13F portfolio, value $850,794.

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

    • Ascentis Independent Advisors: 14,062 shares
    • Ascentis Wealth Management, LLC: 395 shares

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

  5. period ended2025-06-30
    13F 7,616 shares
    Change vs previous 13F +7,221 shares

    0.05% of the 13F portfolio, value $447,569.

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

    • Ascentis Independent Advisors: 7,221 shares
    • Ascentis Wealth Management, LLC: 395 shares

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

  6. period ended2025-03-31
    13F 395 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $23,111.

    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).

  7. period ended2024-12-31
    13F 395 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $22,981.

    13F-HR 0001979372-25-000002 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).

  8. period ended2024-09-30
    13F 395 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,312.

    13F-HR 0001979372-24-000005 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).