Position in FTHM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$15,588
New position
Shares Held
29,412
first reported quarter
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
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 Real Estate Services
Real Estate · as of Mar 31, 2026Ascentis Wealth Management, LLC holds $318,015 across 2 Real Estate Services names. FTHM ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
7,497 | $302,427 | |
| 2 | FTHM |
Fathom Holdings Inc.
This page
|
29,412 | $15,588 |
All Filings in FTHM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,588 | 29,412 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||