Position in IT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,498
-$5,177 QoQ
Shares Held
81
-18.2% 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
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $3,454,310 across 4 Information Technology Services names. IT ranks #3 (0.3% of the industry book) .
All Filings in IT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,498 | 81 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $15,675 | 99 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $24,973 | 99 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $26,021 | 99 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $228,759 | 566 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $216,561 | 516 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $247,055 | 510 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $323,798 | 639 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||