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Ascentis Wealth Management, LLC: ABT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on ABT, newest first. How the timeline and the estimate are built.

Ascentis Wealth Management, LLC held 36,057 ABT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 36,057 shares
    Change vs previous 13F -21,043 shares

    0.49% of the 13F portfolio, value $3,271,988.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 36,057 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,100 shares
    Change vs previous 13F +7,062 shares

    0.32% of the 13F portfolio, value $5,862,731.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,945 shares
    • Ascentis Wealth Management, LLC: 38,155 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,038 shares
    Change vs previous 13F -2,286 shares

    0.6% of the 13F portfolio, value $6,269,460.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,153 shares
    • Ascentis Wealth Management, LLC: 41,885 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 52,324 shares
    Change vs previous 13F +2,110 shares

    0.66% of the 13F portfolio, value $7,008,739.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,485 shares
    • Ascentis Wealth Management, LLC: 43,839 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,214 shares
    Change vs previous 13F -889 shares

    0.71% of the 13F portfolio, value $6,840,394.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,444 shares
    • Ascentis Wealth Management, LLC: 41,770 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,103 shares
    Change vs previous 13F +3,439 shares

    0.81% of the 13F portfolio, value $6,734,726.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,948 shares
    • Ascentis Wealth Management, LLC: 46,155 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,664 shares
    Change vs previous 13F +1,421 shares

    0.64% of the 13F portfolio, value $5,391,528.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,880 shares
    • Ascentis Wealth Management, LLC: 42,784 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 46,243 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,272,363.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,287 shares
    • Ascentis Wealth Management, LLC: 40,956 shares

    Acceptance time not in the bulk data set (spec §4.2).