Ascentis Wealth Management, LLC: JNK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on JNK, newest first. How the timeline and the estimate are built.
Ascentis Wealth Management, LLC held 57 JNK shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F/A 57 sharesChange vs previous 13F -303 shares
<0.01% of the 13F portfolio, value $5,492.
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: 57 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 360 sharesChange vs previous 13F +303 shares
<0.01% of the 13F portfolio, value $34,458.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingested- Ascentis Independent Advisors: 303 shares
- Ascentis Wealth Management, LLC: 57 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,540.
13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,584.
13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,508.
13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,415.
13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57 sharesChange vs previous 13F -60 shares
<0.01% of the 13F portfolio, value $5,441.
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: 57 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 117 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $11,440.
13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
Filed (acceptance time not in the bulk data set), ingested- Ascentis Independent Advisors: 69 shares
- Ascentis Wealth Management, LLC: 48 shares
Acceptance time not in the bulk data set (spec §4.2).