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Ascentis Independent Advisors

Position in AI — C3.ai, Inc.

CIK 1845003 DALLAS, TX

Position in AI

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$156,216
New position
Shares Held
18,553
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Ascentis Independent Advisors holds $503,790 across 6 Software - Infrastructure names.

# Ticker Company Shares Value (USD) Open

All Filings in AI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $156,216 18,553