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Ascentis Wealth Management, LLC: WBD position timeline

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

Ascentis Wealth Management, LLC held 16,170 WBD 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 16,170 shares
    Change vs previous 13F +1,974 shares

    0.06% of the 13F portfolio, value $431,067.

    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: 16,170 shares

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

  2. period ended2026-03-31
    13F 14,196 shares
    Change vs previous 13F +2,500 shares

    0.02% of the 13F portfolio, value $389,819.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,061 shares
    • Ascentis Wealth Management, LLC: 12,135 shares

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

  3. period ended2025-12-31
    13F 11,696 shares
    Change vs previous 13F -2,791 shares

    0.08% of the 13F portfolio, value $337,065.

    13F-HR 0002032602-26-000001 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).

  4. period ended2025-09-30
    13F 14,487 shares
    Change vs previous 13F -9,757 shares

    0.06% of the 13F portfolio, value $282,917.

    13F-HR 0002032602-25-000005 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: 14,487 shares

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

  5. period ended2025-06-30
    13F 24,244 shares
    Change vs previous 13F +7,021 shares

    0.03% of the 13F portfolio, value $274,025.

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

    • Ascentis Independent Advisors: 16,924 shares
    • Ascentis Wealth Management, LLC: 7,320 shares

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

  6. period ended2025-03-31
    13F 17,223 shares
    Change vs previous 13F +313 shares

    0.02% of the 13F portfolio, value $184,394.

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

    • Ascentis Independent Advisors: 16,437 shares
    • Ascentis Wealth Management, LLC: 786 shares

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

  7. period ended2024-12-31
    13F 16,910 shares
    Change vs previous 13F +986 shares

    0.02% of the 13F portfolio, value $178,739.

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

    • Ascentis Independent Advisors: 16,124 shares
    • Ascentis Wealth Management, LLC: 786 shares

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

  8. period ended2024-09-30
    13F/A 15,924 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $131,346.

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

    • Ascentis Independent Advisors: 15,138 shares
    • Ascentis Wealth Management, LLC: 786 shares

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