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Disclosery

Ascentis Wealth Management, LLC: ADM position timeline

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

Ascentis Wealth Management, LLC held 8,450 ADM 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 8,450 shares
    Change vs previous 13F -7,711 shares

    0.09% of the 13F portfolio, value $645,557.

    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: 35 shares
    • Ascentis Wealth Management, LLC: 8,415 shares

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

  2. period ended2026-03-31
    13F 16,161 shares
    Change vs previous 13F +4,284 shares

    0.06% of the 13F portfolio, value $1,174,734.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,896 shares
    • Ascentis Wealth Management, LLC: 7,265 shares

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

  3. period ended2025-12-31
    13F 11,877 shares
    Change vs previous 13F +11,877 shares

    0.07% of the 13F portfolio, value $682,762.

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

    • Ascentis Independent Advisors: 5,609 shares
    • Ascentis Wealth Management, LLC: 6,268 shares

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

  4. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -189 shares

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F/A 189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,289.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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