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Ascentis Wealth Management, LLC: WDC position timeline

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

Ascentis Wealth Management, LLC held 51 WDC 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 51 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $32,574.

    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: 51 shares

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

  2. period ended2026-03-31
    13F 451 shares
    Change vs previous 13F +400 shares

    0.01% of the 13F portfolio, value $121,995.

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

    • Ascentis Independent Advisors: 400 shares
    • Ascentis Wealth Management, LLC: 51 shares

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

  3. period ended2025-12-31
    13F 51 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,785.

    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 51 shares
    Change vs previous 13F -343 shares

    <0.01% of the 13F portfolio, value $6,123.

    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 394 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $25,151.

    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 394 shares
    Change vs previous 13F -927 shares

    <0.01% of the 13F portfolio, value $16,109.

    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 1,321 shares
    Change vs previous 13F -359 shares

    0.02% of the 13F portfolio, value $78,765.

    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: 1,321 shares

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

  8. period ended2024-09-30
    13F/A 1,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $114,722.

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

    • Ascentis Independent Advisors: 38 shares
    • Ascentis Wealth Management, LLC: 1,642 shares

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