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Ascentis Wealth Management, LLC: WFC position timeline

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

Ascentis Wealth Management, LLC held 1,169 WFC 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 1,169 shares
    Change vs previous 13F -38,222 shares

    0.01% of the 13F portfolio, value $96,604.

    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: 203 shares
    • Ascentis Wealth Management, LLC: 966 shares

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

  2. period ended2026-03-31
    13F 39,391 shares
    Change vs previous 13F +4,448 shares

    0.17% of the 13F portfolio, value $3,136,027.

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

    • Ascentis Independent Advisors: 38,425 shares
    • Ascentis Wealth Management, LLC: 966 shares

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

  3. period ended2025-12-31
    13F 34,943 shares
    Change vs previous 13F -1,785 shares

    0.53% of the 13F portfolio, value $3,256,680.

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

    • Ascentis Independent Advisors: 34,943 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 36,728 shares
    Change vs previous 13F +1,573 shares

    0.29% of the 13F portfolio, value $3,078,543.

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

    • Ascentis Independent Advisors: 34,736 shares
    • Ascentis Wealth Management, LLC: 1,992 shares

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

  5. period ended2025-06-30
    13F 35,155 shares
    Change vs previous 13F +2,205 shares

    0.29% of the 13F portfolio, value $2,817,848.

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

    • Ascentis Independent Advisors: 34,275 shares
    • Ascentis Wealth Management, LLC: 880 shares

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

  6. period ended2025-03-31
    13F 32,950 shares
    Change vs previous 13F +39 shares

    0.28% of the 13F portfolio, value $2,365,441.

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

    • Ascentis Independent Advisors: 32,871 shares
    • Ascentis Wealth Management, LLC: 79 shares

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

  7. period ended2024-12-31
    13F 32,911 shares
    Change vs previous 13F -1,609 shares

    0.44% of the 13F portfolio, value $2,311,657.

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

    • Ascentis Independent Advisors: 32,911 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F/A 34,520 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,950,030.

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

    • Ascentis Independent Advisors: 33,090 shares
    • Ascentis Wealth Management, LLC: 1,430 shares

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