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Ascentis Wealth Management, LLC: AMD position timeline

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

Ascentis Wealth Management, LLC held 307 AMD 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 307 shares
    Change vs previous 13F -25,819 shares

    0.03% of the 13F portfolio, value $178,328.

    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: 307 shares

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

  2. period ended2026-03-31
    13F 26,126 shares
    Change vs previous 13F +15,932 shares

    0.29% of the 13F portfolio, value $5,314,803.

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

    • Ascentis Independent Advisors: 25,936 shares
    • Ascentis Wealth Management, LLC: 190 shares

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

  3. period ended2025-12-31
    13F 10,194 shares
    Change vs previous 13F +475 shares

    0.21% of the 13F portfolio, value $2,183,036.

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

    • Ascentis Independent Advisors: 10,015 shares
    • Ascentis Wealth Management, LLC: 179 shares

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

  4. period ended2025-09-30
    13F 9,719 shares
    Change vs previous 13F +421 shares

    0.15% of the 13F portfolio, value $1,572,352.

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

    • Ascentis Independent Advisors: 9,557 shares
    • Ascentis Wealth Management, LLC: 162 shares

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

  5. period ended2025-06-30
    13F 9,298 shares
    Change vs previous 13F +266 shares

    0.14% of the 13F portfolio, value $1,318,856.

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

    • Ascentis Independent Advisors: 9,182 shares
    • Ascentis Wealth Management, LLC: 116 shares

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

  6. period ended2025-03-31
    13F 9,032 shares
    Change vs previous 13F -65 shares

    0.11% of the 13F portfolio, value $927,898.

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

    • Ascentis Independent Advisors: 8,924 shares
    • Ascentis Wealth Management, LLC: 108 shares

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

  7. period ended2024-12-31
    13F 9,097 shares
    Change vs previous 13F -2,589 shares

    0.21% of the 13F portfolio, value $1,098,766.

    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 11,686 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,917,356.

    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).