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Ascentis Wealth Management, LLC: KMLM position timeline

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

Ascentis Wealth Management, LLC held 55,057 KMLM 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 55,057 shares
    Change vs previous 13F -20,391 shares

    0.23% of the 13F portfolio, value $1,515,160.

    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: 55,057 shares

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

  2. period ended2026-03-31
    13F 75,448 shares
    Change vs previous 13F +44,734 shares

    0.12% of the 13F portfolio, value $2,127,670.

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

    • Ascentis Independent Advisors: 34,595 shares
    • Ascentis Wealth Management, LLC: 40,853 shares

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

  3. period ended2025-12-31
    13F 30,714 shares
    Change vs previous 13F +391 shares

    0.19% of the 13F portfolio, value $797,022.

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

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

  4. period ended2025-09-30
    13F 30,323 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $816,578.

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

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

  5. period ended2025-06-30
    13F 30,334 shares
    Change vs previous 13F +2,270 shares

    0.19% of the 13F portfolio, value $800,958.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,064 shares
    Change vs previous 13F +5,652 shares

    0.23% of the 13F portfolio, value $762,919.

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

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

  7. period ended2024-12-31
    13F 22,412 shares
    Change vs previous 13F -128 shares

    0.19% of the 13F portfolio, value $629,760.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    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 22,540 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $658,817.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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