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Ascentis Wealth Management, LLC: VIG position timeline

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

Ascentis Wealth Management, LLC held 1,630 VIG 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 1,630 shares
    Change vs previous 13F -5,700 shares

    0.05% of the 13F portfolio, value $385,718.

    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: 224 shares
    • Ascentis Wealth Management, LLC: 1,406 shares

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

  2. period ended2026-03-31
    13F 7,330 shares
    Change vs previous 13F +6,153 shares

    0.09% of the 13F portfolio, value $1,576,503.

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

    • Ascentis Independent Advisors: 6,143 shares
    • Ascentis Wealth Management, LLC: 1,187 shares

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

  3. period ended2025-12-31
    13F 1,177 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $258,701.

    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 1,165 shares
    Change vs previous 13F +117 shares

    0.05% of the 13F portfolio, value $251,407.

    13F-HR 0002032602-25-000005 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: 1,165 shares

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

  5. period ended2025-06-30
    13F 1,048 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $214,508.

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

    • Ascentis Independent Advisors: 1,030 shares
    • Ascentis Wealth Management, LLC: 18 shares

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

  6. period ended2025-03-31
    13F 1,196 shares
    Change vs previous 13F +60 shares

    0.03% of the 13F portfolio, value $231,977.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,180 shares
    • Ascentis Wealth Management, LLC: 16 shares

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

  7. period ended2024-12-31
    13F 1,136 shares
    Change vs previous 13F -105 shares

    0.04% of the 13F portfolio, value $222,368.

    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 1,241 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $245,787.

    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).