Position in FSV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,389
-$4,083 QoQ
Shares Held
10
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Ascentis Independent Advisors holds $54,376 across 6 Real Estate Services names. FSV ranks #6 (2.6% of the industry book) .
All Filings in FSV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,389 | 10 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $5,472 | 30 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||