Ascentis Independent Advisors

Position in FOUR — Shift4 Payments, Inc.

CIK 1845003 DALLAS, TX

Position in FOUR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,080

+$614 QoQ

Shares Held

125

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#314

of 356 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ascentis Independent Advisors holds $503,790 across 6 Software - Infrastructure names. FOUR ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	797	$297,293
2	CRWD	CrowdStrike Holdings, Inc.	856	$163,311
3	ORCL	Oracle Corp	139	$20,370
4	FTNT	Fortinet, Inc.	93	$14,286
5	FOUR	Shift4 Payments, Inc. This page	125	$6,080
6	PLTR	Palantir Technologies Inc.	21	$2,450

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,080	125	0.0%	Shares	Sole	2026-08-04
2026-03-31	$5,466	125	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.