Skip to content
Disclosery

Ascentis Wealth Management, LLC: VOO position timeline

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

Ascentis Wealth Management, LLC held 856 VOO 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 856 shares
    Change vs previous 13F -24,959 shares

    0.08% of the 13F portfolio, value $589,005.

    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: 143 shares
    • Ascentis Wealth Management, LLC: 713 shares

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

  2. period ended2026-03-31
    13F 25,815 shares
    Change vs previous 13F +11,474 shares

    0.84% of the 13F portfolio, value $15,426,736.

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

    • Ascentis Independent Advisors: 25,057 shares
    • Ascentis Wealth Management, LLC: 758 shares

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

  3. period ended2025-12-31
    13F 14,341 shares
    Change vs previous 13F +2,209 shares

    0.86% of the 13F portfolio, value $8,994,315.

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

    • Ascentis Independent Advisors: 13,400 shares
    • Ascentis Wealth Management, LLC: 941 shares

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

  4. period ended2025-09-30
    13F 12,132 shares
    Change vs previous 13F +365 shares

    0.7% of the 13F portfolio, value $7,430,290.

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

    • Ascentis Independent Advisors: 11,244 shares
    • Ascentis Wealth Management, LLC: 888 shares

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

  5. period ended2025-06-30
    13F 11,767 shares
    Change vs previous 13F +732 shares

    0.7% of the 13F portfolio, value $6,684,609.

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

    • Ascentis Independent Advisors: 10,926 shares
    • Ascentis Wealth Management, LLC: 841 shares

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

  6. period ended2025-03-31
    13F 11,035 shares
    Change vs previous 13F +1,206 shares

    0.68% of the 13F portfolio, value $5,673,244.

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

    • Ascentis Independent Advisors: 10,151 shares
    • Ascentis Wealth Management, LLC: 884 shares

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

  7. period ended2024-12-31
    13F 9,829 shares
    Change vs previous 13F -1,910 shares

    0.62% of the 13F portfolio, value $5,295,941.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,715 shares
    • Ascentis Wealth Management, LLC: 114 shares

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

  8. period ended2024-09-30
    13F/A 11,739 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,194,271.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,189 shares
    • Ascentis Wealth Management, LLC: 550 shares

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