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Ascentis Wealth Management, LLC: VTEB position timeline

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

Ascentis Wealth Management, LLC held 21 VTEB 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 21 shares
    Change vs previous 13F -28,748 shares

    <0.01% of the 13F portfolio, value $1,062.

    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: 21 shares

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

  2. period ended2026-03-31
    13F 28,769 shares
    Change vs previous 13F +3,718 shares

    0.11% of the 13F portfolio, value $1,435,280.

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

    • Ascentis Independent Advisors: 28,769 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 25,051 shares
    Change vs previous 13F +3,819 shares

    0.12% of the 13F portfolio, value $1,259,833.

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

    • Ascentis Independent Advisors: 20,951 shares
    • Ascentis Wealth Management, LLC: 4,100 shares

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

  4. period ended2025-09-30
    13F 21,232 shares
    Change vs previous 13F +2,096 shares

    0.1% of the 13F portfolio, value $1,063,086.

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

    • Ascentis Independent Advisors: 17,232 shares
    • Ascentis Wealth Management, LLC: 4,000 shares

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

  5. period ended2025-06-30
    13F 19,136 shares
    Change vs previous 13F +993 shares

    0.1% of the 13F portfolio, value $937,838.

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

    • Ascentis Independent Advisors: 15,136 shares
    • Ascentis Wealth Management, LLC: 4,000 shares

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

  6. period ended2025-03-31
    13F 18,143 shares
    Change vs previous 13F -676 shares

    0.11% of the 13F portfolio, value $900,496.

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

    • Ascentis Independent Advisors: 14,143 shares
    • Ascentis Wealth Management, LLC: 4,000 shares

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

  7. period ended2024-12-31
    13F 18,819 shares
    Change vs previous 13F +1,373 shares

    0.11% of the 13F portfolio, value $943,396.

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

    • Ascentis Independent Advisors: 13,493 shares
    • Ascentis Wealth Management, LLC: 5,326 shares

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

  8. period ended2024-09-30
    13F/A 17,446 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $891,832.

    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).