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Ascentis Wealth Management, LLC: WM position timeline

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

Ascentis Wealth Management, LLC held 380 WM 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 380 shares
    Change vs previous 13F -3,582 shares

    0.01% of the 13F portfolio, value $84,677.

    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: 157 shares
    • Ascentis Wealth Management, LLC: 223 shares

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

  2. period ended2026-03-31
    13F 3,962 shares
    Change vs previous 13F +1,056 shares

    0.07% of the 13F portfolio, value $910,335.

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

    • Ascentis Independent Advisors: 3,962 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 2,906 shares
    Change vs previous 13F -2,732 shares

    0.06% of the 13F portfolio, value $638,394.

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

    • Ascentis Independent Advisors: 2,703 shares
    • Ascentis Wealth Management, LLC: 203 shares

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

  4. period ended2025-09-30
    13F 5,638 shares
    Change vs previous 13F +4,183 shares

    0.12% of the 13F portfolio, value $1,245,132.

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

    • Ascentis Independent Advisors: 5,535 shares
    • Ascentis Wealth Management, LLC: 103 shares

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

  5. period ended2025-06-30
    13F 1,455 shares
    Change vs previous 13F -228 shares

    0.03% of the 13F portfolio, value $333,012.

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

    • Ascentis Independent Advisors: 1,444 shares
    • Ascentis Wealth Management, LLC: 11 shares

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

  6. period ended2025-03-31
    13F 1,683 shares
    Change vs previous 13F -81 shares

    0.08% of the 13F portfolio, value $389,706.

    13F-HR 0001845003-25-000002 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).

  7. period ended2024-12-31
    13F 1,764 shares
    Change vs previous 13F -528 shares

    0.07% of the 13F portfolio, value $356,027.

    13F-HR 0001845003-25-000001 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).

  8. period ended2024-09-30
    13F/A 2,292 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $475,842.

    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).