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Ascentis Wealth Management, LLC: AMAT position timeline

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

Ascentis Wealth Management, LLC held 0 AMAT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -1,834 shares

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

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

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

  2. period ended2026-03-31
    13F 1,834 shares
    Change vs previous 13F +1,748 shares

    0.03% of the 13F portfolio, value $627,230.

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

    • Ascentis Independent Advisors: 1,831 shares
    • Ascentis Wealth Management, LLC: 3 shares

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

  3. period ended2025-12-31
    13F 86 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $22,240.

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

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

  4. period ended2025-09-30
    13F 1 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $317.

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

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

  5. period ended2025-06-30
    13F 631 shares
    Change vs previous 13F +573 shares

    0.03% of the 13F portfolio, value $116,023.

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

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

  6. period ended2025-03-31
    13F 58 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $8,423.

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

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

  7. period ended2024-12-31
    13F 31 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $5,040.

    13F-HR 0001979372-25-000002 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: 31 shares

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

  8. period ended2024-09-30
    13F/A 151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,508.

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

    • Ascentis Independent Advisors: 109 shares
    • Ascentis Wealth Management, LLC: 42 shares

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