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Ascentis Wealth Management, LLC: AEM position timeline

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

Ascentis Wealth Management, LLC held 156 AEM 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 156 shares
    Change vs previous 13F -5,242 shares

    <0.01% of the 13F portfolio, value $24,199.

    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: 156 shares

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

  2. period ended2026-03-31
    13F 5,398 shares
    Change vs previous 13F +2,668 shares

    0.06% of the 13F portfolio, value $1,095,682.

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

    • Ascentis Independent Advisors: 5,242 shares
    • Ascentis Wealth Management, LLC: 156 shares

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

  3. period ended2025-12-31
    13F 2,730 shares
    Change vs previous 13F -524 shares

    0.04% of the 13F portfolio, value $462,816.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,600 shares
    • Ascentis Wealth Management, LLC: 130 shares

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

  4. period ended2025-09-30
    13F 3,254 shares
    Change vs previous 13F -283 shares

    0.05% of the 13F portfolio, value $548,493.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,798 shares
    • Ascentis Wealth Management, LLC: 456 shares

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

  5. period ended2025-06-30
    13F 3,537 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $420,211.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,081 shares
    • Ascentis Wealth Management, LLC: 456 shares

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

  6. period ended2025-03-31
    13F 3,472 shares
    Change vs previous 13F +773 shares

    0.05% of the 13F portfolio, value $376,333.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,016 shares
    • Ascentis Wealth Management, LLC: 456 shares

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

  7. period ended2024-12-31
    13F 2,699 shares
    Change vs previous 13F +60 shares

    0.04% of the 13F portfolio, value $211,122.

    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).

  8. period ended2024-09-30
    13F/A 2,639 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $212,597.

    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).