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Ascentis Wealth Management, LLC: EMB position timeline

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

Ascentis Wealth Management, LLC held 5,210 EMB 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 5,210 shares
    Change vs previous 13F -23,407 shares

    0.07% of the 13F portfolio, value $502,814.

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

    • Ascentis Independent Advisors: 5,027 shares
    • Ascentis Wealth Management, LLC: 183 shares

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

  2. period ended2026-03-31
    13F 28,617 shares
    Change vs previous 13F +18,418 shares

    0.15% of the 13F portfolio, value $2,688,147.

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

    • Ascentis Independent Advisors: 28,442 shares
    • Ascentis Wealth Management, LLC: 175 shares

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

  3. period ended2025-12-31
    13F 10,199 shares
    Change vs previous 13F +939 shares

    0.09% of the 13F portfolio, value $982,010.

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

    • Ascentis Independent Advisors: 9,869 shares
    • Ascentis Wealth Management, LLC: 330 shares

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

  4. period ended2025-09-30
    13F 9,260 shares
    Change vs previous 13F -9,665 shares

    0.08% of the 13F portfolio, value $881,528.

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

    • Ascentis Independent Advisors: 8,930 shares
    • Ascentis Wealth Management, LLC: 330 shares

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

  5. period ended2025-06-30
    13F 18,925 shares
    Change vs previous 13F +4,934 shares

    0.18% of the 13F portfolio, value $1,752,793.

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

    • Ascentis Independent Advisors: 18,595 shares
    • Ascentis Wealth Management, LLC: 330 shares

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

  6. period ended2025-03-31
    13F 13,991 shares
    Change vs previous 13F -2,211 shares

    0.15% of the 13F portfolio, value $1,267,487.

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

    • Ascentis Independent Advisors: 13,661 shares
    • Ascentis Wealth Management, LLC: 330 shares

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

  7. period ended2024-12-31
    13F 16,202 shares
    Change vs previous 13F +6,518 shares

    0.28% of the 13F portfolio, value $1,442,615.

    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 9,684 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $906,217.

    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).