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Ascentis Wealth Management, LLC: EMR position timeline

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

Ascentis Wealth Management, LLC held 6,745 EMR 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 6,745 shares
    Change vs previous 13F +3,142 shares

    0.14% of the 13F portfolio, value $965,517.

    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: 6,745 shares

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

  2. period ended2026-03-31
    13F 3,603 shares
    Change vs previous 13F -5,131 shares

    0.03% of the 13F portfolio, value $472,139.

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

    • Ascentis Independent Advisors: 785 shares
    • Ascentis Wealth Management, LLC: 2,818 shares

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

  3. period ended2025-12-31
    13F 8,734 shares
    Change vs previous 13F -71 shares

    0.11% of the 13F portfolio, value $1,159,152.

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

    • Ascentis Independent Advisors: 3,560 shares
    • Ascentis Wealth Management, LLC: 5,174 shares

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

  4. period ended2025-09-30
    13F 8,805 shares
    Change vs previous 13F +5,512 shares

    0.11% of the 13F portfolio, value $1,154,997.

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

    • Ascentis Independent Advisors: 3,864 shares
    • Ascentis Wealth Management, LLC: 4,941 shares

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

  5. period ended2025-06-30
    13F 3,293 shares
    Change vs previous 13F -2,358 shares

    0.11% of the 13F portfolio, value $446,212.

    13F-HR 0001979372-25-000006 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: 3,293 shares

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

  6. period ended2025-03-31
    13F 5,651 shares
    Change vs previous 13F +5,004 shares

    0.07% of the 13F portfolio, value $620,059.

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

    • Ascentis Independent Advisors: 4,186 shares
    • Ascentis Wealth Management, LLC: 1,465 shares

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

  7. period ended2024-12-31
    13F 647 shares
    Change vs previous 13F -11,517 shares

    0.02% of the 13F portfolio, value $80,179.

    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: 647 shares

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

  8. period ended2024-09-30
    13F/A 12,164 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,331,645.

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

    • Ascentis Independent Advisors: 8,113 shares
    • Ascentis Wealth Management, LLC: 4,051 shares

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