Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002032602-26-000003
Filing Date
2026-04-28
Accepted
2026-04-28 11:56:55
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-04-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1947
2 ascentiswealth03.31.26.html INFORMATION TABLE  
2 ascentiswealth03.31.26.xml INFORMATION TABLE 948924
  Complete submission text file 0002032602-26-000003.txt   952185
Mailing Address 5001 SPRING VALLEY RD, STE 810W DALLAS TX 75244
Business Address 5001 SPRING VALLEY RD, STE 810W DALLAS TX 75244 214-440-3909
Ascentis Wealth Management, LLC (Filer) CIK: 0002032602 (see all company filings)

EIN.: 842276694 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24384 | Film No.: 26905230