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Ascentis Wealth Management, LLC: VWO position timeline

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

Ascentis Wealth Management, LLC held 7,106 VWO 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 7,106 shares
    Change vs previous 13F -11,734 shares

    0.06% of the 13F portfolio, value $424,257.

    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: 191 shares
    • Ascentis Wealth Management, LLC: 6,915 shares

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

  2. period ended2026-03-31
    13F 18,840 shares
    Change vs previous 13F +704 shares

    0.06% of the 13F portfolio, value $1,018,400.

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

    • Ascentis Independent Advisors: 10,763 shares
    • Ascentis Wealth Management, LLC: 8,077 shares

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

  3. period ended2025-12-31
    13F 18,136 shares
    Change vs previous 13F +7,070 shares

    0.09% of the 13F portfolio, value $975,065.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,222 shares
    • Ascentis Wealth Management, LLC: 10,914 shares

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

  4. period ended2025-09-30
    13F 11,066 shares
    Change vs previous 13F +1,748 shares

    0.13% of the 13F portfolio, value $599,640.

    13F-HR 0002032602-25-000005 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).

  5. period ended2025-06-30
    13F 9,318 shares
    Change vs previous 13F -3,010 shares

    0.11% of the 13F portfolio, value $462,763.

    13F-HR 0001979372-25-000006 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).

  6. period ended2025-03-31
    13F 12,328 shares
    Change vs previous 13F +6,438 shares

    0.17% of the 13F portfolio, value $559,672.

    13F-HR 0002032602-25-000001 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).

  7. period ended2024-12-31
    13F 5,890 shares
    Change vs previous 13F +2,927 shares

    0.08% of the 13F portfolio, value $259,378.

    13F-HR 0001979372-25-000002 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: 5,890 shares

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

  8. period ended2024-09-30
    13F/A 2,963 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $141,778.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 64 shares
    • Ascentis Wealth Management, LLC: 2,899 shares

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