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Ascentis Independent Advisors → DTB
Ascentis Independent Advisors DTB Position History
DTB
Quarters held
6
Latest value
$169.8M
Q2 2026
Peak value
$169.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $234K |
| Q1 2026 | $162K |
| Q1 2026 | $8K |
| Q1 2026 | $240K |
| Q2 2026 | $169.8M |
| Q2 2026 | $169.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $169.8M | 1.1K | — | — |
| Q2 2026 | $169.8M | 1.1K | — | — |
| Q1 2026 | $240K | 1.6K | — | — |
| Q1 2026 | $8K | 58 | — | — |
| Q1 2026 | $162K | 1.1K | — | — |
| Q4 2025 | $234K | 1.8K | — | — |
Other funds holding DTB
$1.7B
$1.7B
$1.6B
$384.5M
$212.4M
$210.2M