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Ascentis Wealth Management, LLC: KMB position timeline

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

Ascentis Wealth Management, LLC held 109 KMB 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 109 shares
    Change vs previous 13F -13,887 shares

    <0.01% of the 13F portfolio, value $11,964.

    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: 109 shares

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

  2. period ended2026-03-31
    13F 13,996 shares
    Change vs previous 13F +8,562 shares

    0.07% of the 13F portfolio, value $1,350,225.

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

    • Ascentis Independent Advisors: 12,063 shares
    • Ascentis Wealth Management, LLC: 1,933 shares

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

  3. period ended2025-12-31
    13F 5,434 shares
    Change vs previous 13F +1,446 shares

    0.05% of the 13F portfolio, value $548,313.

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

    • Ascentis Independent Advisors: 4,570 shares
    • Ascentis Wealth Management, LLC: 864 shares

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

  4. period ended2025-09-30
    13F 3,988 shares
    Change vs previous 13F -2,679 shares

    0.05% of the 13F portfolio, value $495,965.

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

    • Ascentis Independent Advisors: 3,238 shares
    • Ascentis Wealth Management, LLC: 750 shares

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

  5. period ended2025-06-30
    13F 6,667 shares
    Change vs previous 13F +420 shares

    0.09% of the 13F portfolio, value $861,489.

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

    • Ascentis Independent Advisors: 5,969 shares
    • Ascentis Wealth Management, LLC: 698 shares

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

  6. period ended2025-03-31
    13F 6,247 shares
    Change vs previous 13F +2,758 shares

    0.11% of the 13F portfolio, value $891,098.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,088 shares
    • Ascentis Wealth Management, LLC: 3,159 shares

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

  7. period ended2024-12-31
    13F 3,489 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $457,306.

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

    • Ascentis Independent Advisors: 3,218 shares
    • Ascentis Wealth Management, LLC: 271 shares

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

  8. period ended2024-09-30
    13F/A 3,577 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $509,053.

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

    • Ascentis Independent Advisors: 3,306 shares
    • Ascentis Wealth Management, LLC: 271 shares

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