Ascentis Wealth Management, LLC KZIA — KAZIA THERAPEUTICS LTD SPONSORED ADR NEW ISIN#US48669G3039

Ownership history in Ascentis Wealth Management, LLC  ·  1 quarter on record

AI Ownership Summary

Ascentis Wealth Management, LLC reported KAZIA THERAPEUTICS LTD SPONSORED ADR NEW ISIN#US48669G3039 (KZIA) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows KZIA 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 KZIA 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 KAZIA THERAPEUTICS LTD SPONSORED ADR NEW ISIN#US48669G3039, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 KZIA — position size vs. price
% of Fund (quarterly)    KZIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 2,409 — — 0.00% $23K 2026-11-03 $8.08

FAQ About Ascentis Wealth Management, LLC and KZIA

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 KZIA?

Ascentis Wealth Management, LLC reported KZIA across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

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

The largest reported portfolio weight for KZIA was 0.00% in 2026 Q3.

What is the latest reported KZIA position on this page?

The most recent filing on this page is 2026 Q3, when Ascentis Wealth Management, LLC reported 2,409 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this KZIA ownership page compare?

The chart compares Ascentis Wealth Management, LLC's quarterly KZIA 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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