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Ascentis Wealth Management, LLC: AMT position timeline

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

Ascentis Wealth Management, LLC held 441 AMT 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 441 shares
    Change vs previous 13F -2,851 shares

    0.01% of the 13F portfolio, value $72,118.

    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: 204 shares
    • Ascentis Wealth Management, LLC: 237 shares

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

  2. period ended2026-03-31
    13F 3,292 shares
    Change vs previous 13F +911 shares

    0.03% of the 13F portfolio, value $568,354.

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

    • Ascentis Independent Advisors: 3,148 shares
    • Ascentis Wealth Management, LLC: 144 shares

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

  3. period ended2025-12-31
    13F 2,381 shares
    Change vs previous 13F +289 shares

    0.07% of the 13F portfolio, value $418,032.

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

    • Ascentis Independent Advisors: 2,381 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 2,092 shares
    Change vs previous 13F +961 shares

    0.04% of the 13F portfolio, value $402,331.

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

    • Ascentis Independent Advisors: 2,049 shares
    • Ascentis Wealth Management, LLC: 43 shares

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

  5. period ended2025-06-30
    13F 1,131 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $250,007.

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

    • Ascentis Independent Advisors: 1,121 shares
    • Ascentis Wealth Management, LLC: 10 shares

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

  6. period ended2025-03-31
    13F 1,164 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $253,301.

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

    • Ascentis Independent Advisors: 1,156 shares
    • Ascentis Wealth Management, LLC: 8 shares

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

  7. period ended2024-12-31
    13F 1,240 shares
    Change vs previous 13F -676 shares

    0.03% of the 13F portfolio, value $227,427.

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

    • Ascentis Independent Advisors: 1,221 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  8. period ended2024-09-30
    13F/A 1,916 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $445,562.

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

    • Ascentis Independent Advisors: 1,886 shares
    • Ascentis Wealth Management, LLC: 30 shares

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