Ascentis Wealth Management, LLC

Position in FTHM — Fathom Holdings Inc.

CIK 2032602 DALLAS, TX

Position in FTHM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$12,099

-$3,489 QoQ

Shares Held

11,980

-59.3% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#30

of 42 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $330,629 across 3 Real Estate Services names. FTHM ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	2,072	$279,058
2	CSGP	Costar Group, Inc.	1,394	$39,472
3	FTHM	Fathom Holdings Inc. This page	11,980	$12,099

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,099	11,980	-59.3%	Shares	Sole	2026-07-30
2026-03-31	$15,588	29,412	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.