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Ascentis Wealth Management, LLC: AMLP position timeline

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

Ascentis Wealth Management, LLC held 7,243 AMLP 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 7,243 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $375,590.

    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: 7,243 shares

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

  2. period ended2026-03-31
    13F 7,301 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $384,366.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 58 shares
    • Ascentis Wealth Management, LLC: 7,243 shares

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

  3. period ended2025-12-31
    13F 7,243 shares
    Change vs previous 13F +2,292 shares

    0.08% of the 13F portfolio, value $340,602.

    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 4,951 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $232,387.

    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 4,951 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $239,618.

    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 4,951 shares
    Change vs previous 13F +3,969 shares

    0.08% of the 13F portfolio, value $258,782.

    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 982 shares
    Change vs previous 13F -4,557 shares

    0.01% of the 13F portfolio, value $47,291.

    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: 982 shares

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

  8. period ended2024-09-30
    13F/A 5,539 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $261,030.

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

    • Ascentis Independent Advisors: 4,670 shares
    • Ascentis Wealth Management, LLC: 869 shares

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