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Ascentis Wealth Management, LLC: AMGN position timeline

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

Ascentis Wealth Management, LLC held 6,909 AMGN 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 6,909 shares
    Change vs previous 13F -12,802 shares

    0.38% of the 13F portfolio, value $2,509,166.

    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: 6,909 shares

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

  2. period ended2026-03-31
    13F 19,711 shares
    Change vs previous 13F +8,085 shares

    0.38% of the 13F portfolio, value $6,935,959.

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

    • Ascentis Independent Advisors: 13,541 shares
    • Ascentis Wealth Management, LLC: 6,170 shares

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

  3. period ended2025-12-31
    13F 11,626 shares
    Change vs previous 13F +288 shares

    0.36% of the 13F portfolio, value $3,812,197.

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

    • Ascentis Independent Advisors: 5,349 shares
    • Ascentis Wealth Management, LLC: 6,277 shares

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

  4. period ended2025-09-30
    13F 11,338 shares
    Change vs previous 13F -349 shares

    0.3% of the 13F portfolio, value $3,205,295.

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

    • Ascentis Independent Advisors: 5,299 shares
    • Ascentis Wealth Management, LLC: 6,039 shares

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

  5. period ended2025-06-30
    13F 11,687 shares
    Change vs previous 13F +972 shares

    0.35% of the 13F portfolio, value $3,334,651.

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

    • Ascentis Independent Advisors: 5,870 shares
    • Ascentis Wealth Management, LLC: 5,817 shares

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

  6. period ended2025-03-31
    13F 10,715 shares
    Change vs previous 13F +4,333 shares

    0.4% of the 13F portfolio, value $3,318,767.

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

    • Ascentis Independent Advisors: 5,209 shares
    • Ascentis Wealth Management, LLC: 5,506 shares

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

  7. period ended2024-12-31
    13F 6,382 shares
    Change vs previous 13F -105 shares

    0.2% of the 13F portfolio, value $1,663,402.

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

    • Ascentis Independent Advisors: 5,155 shares
    • Ascentis Wealth Management, LLC: 1,227 shares

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

  8. period ended2024-09-30
    13F/A 6,487 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,090,167.

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

    • Ascentis Independent Advisors: 5,378 shares
    • Ascentis Wealth Management, LLC: 1,109 shares

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