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Ascentis Wealth Management, LLC: VNQ position timeline

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

Ascentis Wealth Management, LLC held 1,218 VNQ 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 1,218 shares
    Change vs previous 13F -13,273 shares

    0.02% of the 13F portfolio, value $117,441.

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

    • Ascentis Independent Advisors: 1,186 shares
    • Ascentis Wealth Management, LLC: 32 shares

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

  2. period ended2026-03-31
    13F 14,491 shares
    Change vs previous 13F +7,302 shares

    0.07% of the 13F portfolio, value $1,285,349.

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

    • Ascentis Independent Advisors: 14,459 shares
    • Ascentis Wealth Management, LLC: 32 shares

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

  3. period ended2025-12-31
    13F 7,189 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $636,155.

    13F-HR 0001845003-26-000001 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).

  4. period ended2025-09-30
    13F 7,170 shares
    Change vs previous 13F +920 shares

    0.11% of the 13F portfolio, value $655,481.

    13F-HR 0001845003-25-000006 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).

  5. period ended2025-06-30
    13F 6,250 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $556,625.

    13F-HR 0001845003-25-000004 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).

  6. period ended2025-03-31
    13F 6,275 shares
    Change vs previous 13F -872 shares

    0.11% of the 13F portfolio, value $568,139.

    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 7,147 shares
    Change vs previous 13F -266 shares

    0.12% of the 13F portfolio, value $636,679.

    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 7,413 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $722,205.

    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).