Ascentis Wealth Management, LLC: KLIP position timeline

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

Ascentis Wealth Management, LLC held 0 KLIP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F/A 0 shares
Change vs previous 13F -5,719 shares
13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Ascentis Independent Advisors: 0 shares
- Ascentis Wealth Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 5,719 shares
Change vs previous 13F +5,719 shares
0.01% of the 13F portfolio, value $146,977.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Ascentis Independent Advisors: 5,378 shares
- Ascentis Wealth Management, LLC: 341 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -328 shares
13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 328 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $10,797.
13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).