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Ascentis Wealth Management, LLC: VO position timeline

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

Ascentis Wealth Management, LLC held 399 VO 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 399 shares
    Change vs previous 13F -7,162 shares

    <0.01% of the 13F portfolio, value $32,149.

    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: 399 shares

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

  2. period ended2026-03-31
    13F 7,561 shares
    Change vs previous 13F +5,483 shares

    0.12% of the 13F portfolio, value $2,171,668.

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

    • Ascentis Independent Advisors: 7,470 shares
    • Ascentis Wealth Management, LLC: 91 shares

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

  3. period ended2025-12-31
    13F 2,078 shares
    Change vs previous 13F +101 shares

    0.06% of the 13F portfolio, value $603,107.

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

    • Ascentis Independent Advisors: 2,004 shares
    • Ascentis Wealth Management, LLC: 74 shares

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

  4. period ended2025-09-30
    13F 1,977 shares
    Change vs previous 13F +108 shares

    0.05% of the 13F portfolio, value $580,756.

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

    • Ascentis Independent Advisors: 1,922 shares
    • Ascentis Wealth Management, LLC: 55 shares

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

  5. period ended2025-06-30
    13F 1,869 shares
    Change vs previous 13F +118 shares

    0.05% of the 13F portfolio, value $523,097.

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

    • Ascentis Independent Advisors: 1,830 shares
    • Ascentis Wealth Management, LLC: 39 shares

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

  6. period ended2025-03-31
    13F 1,751 shares
    Change vs previous 13F +191 shares

    0.05% of the 13F portfolio, value $452,903.

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

    • Ascentis Independent Advisors: 1,716 shares
    • Ascentis Wealth Management, LLC: 35 shares

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

  7. period ended2024-12-31
    13F 1,560 shares
    Change vs previous 13F +438 shares

    0.08% of the 13F portfolio, value $412,043.

    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 1,122 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $295,974.

    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).