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Ascentis Wealth Management, LLC: BDX position timeline

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

Ascentis Wealth Management, LLC held 27 BDX 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 27 shares
    Change vs previous 13F -2,206 shares

    0.01% of the 13F portfolio, value $4,085.

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

    • Ascentis Independent Advisors: 27 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 2,233 shares
    Change vs previous 13F -278 shares

    0.02% of the 13F portfolio, value $351,144.

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

    • Ascentis Independent Advisors: 2,214 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  3. period ended2025-12-31
    13F 2,511 shares
    Change vs previous 13F -125 shares

    0.05% of the 13F portfolio, value $487,309.

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

    • Ascentis Independent Advisors: 2,413 shares
    • Ascentis Wealth Management, LLC: 98 shares

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

  4. period ended2025-09-30
    13F 2,636 shares
    Change vs previous 13F +272 shares

    0.05% of the 13F portfolio, value $493,380.

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

    • Ascentis Independent Advisors: 2,539 shares
    • Ascentis Wealth Management, LLC: 97 shares

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

  5. period ended2025-06-30
    13F 2,364 shares
    Change vs previous 13F +251 shares

    0.04% of the 13F portfolio, value $409,158.

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

    • Ascentis Independent Advisors: 1,931 shares
    • Ascentis Wealth Management, LLC: 433 shares

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

  6. period ended2025-03-31
    13F 2,113 shares
    Change vs previous 13F -142 shares

    0.06% of the 13F portfolio, value $483,109.

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

    • Ascentis Independent Advisors: 1,664 shares
    • Ascentis Wealth Management, LLC: 449 shares

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

  7. period ended2024-12-31
    13F 2,255 shares
    Change vs previous 13F -434 shares

    0.06% of the 13F portfolio, value $511,802.

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

    • Ascentis Independent Advisors: 1,622 shares
    • Ascentis Wealth Management, LLC: 633 shares

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

  8. period ended2024-09-30
    13F/A 2,689 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $648,533.

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

    • Ascentis Independent Advisors: 1,693 shares
    • Ascentis Wealth Management, LLC: 996 shares

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