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Ascentis Wealth Management, LLC

Position in BRCC — BRC Inc.

CIK 2032602 DALLAS, TX

Position in BRCC

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$111
+$111 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 38 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRCC Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $9,135 across 2 Packaged Foods names. BRCC ranks #2 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BRCC
BRC Inc.
This page
100 $111

All Filings in BRCC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $111 100
2026-03-31 100
2025-12-31 100
2025-09-30 100
2025-06-30 100
2025-03-31 100