Ascentis Wealth Management, LLC CISO β€” CISO GLOBAL INC

Ownership history in Ascentis Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Ascentis Wealth Management, LLC reported CISO GLOBAL INC (CISO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows CISO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CISO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ascentis Wealth Management, LLC's position in CISO GLOBAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CISO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ascentis Wealth Management, LLC held CISO β€” position size vs. price
% of Fund (quarterly)    CISO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 4,546 β€” 0% 0.00% $2K 2026-04-28 $0.28
2025 Q4 UNCHANGED β€” β€” β€” 4,546 β€” 0% 0.00% $2K 2026-01-14 $0.48
2025 Q3 UNCHANGED β€” β€” β€” 4,546 β€” 0% 0.00% $5K 2025-10-24 $1.25
2025 Q2 INITIATED β€” β€” β€” 4,546 β€” β€” 0.00% $5K 2025-07-16 $1.16

🏒 Other funds also holding CISO

As of 2026 Q1 β€” sorted by position size

SBI Securities Co., Ltd. 0.0%

FAQ About Ascentis Wealth Management, LLC and CISO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ascentis Wealth Management, LLC reported owning CISO?

Ascentis Wealth Management, LLC reported CISO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CISO position in Ascentis Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CISO was 0.00% in 2025 Q2.

What is the latest reported CISO position on this page?

The most recent filing on this page is 2026 Q1, when Ascentis Wealth Management, LLC reported 4,546 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CISO ownership page compare?

The chart compares Ascentis Wealth Management, LLC's quarterly CISO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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