Skip to content
Disclosery

Ascentis Wealth Management, LLC: KTOS position timeline

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

Ascentis Wealth Management, LLC held 37,884 KTOS 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 37,884 shares
    Change vs previous 13F -12,807 shares

    0.28% of the 13F portfolio, value $1,888,864.

    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: 37,884 shares

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

  2. period ended2026-03-31
    13F 50,691 shares
    Change vs previous 13F -2,768 shares

    0.2% of the 13F portfolio, value $3,574,218.

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

    • Ascentis Independent Advisors: 15,634 shares
    • Ascentis Wealth Management, LLC: 35,057 shares

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

  3. period ended2025-12-31
    13F 53,459 shares
    Change vs previous 13F +1,077 shares

    0.39% of the 13F portfolio, value $4,058,045.

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

    • Ascentis Independent Advisors: 13,088 shares
    • Ascentis Wealth Management, LLC: 40,371 shares

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

  4. period ended2025-09-30
    13F 52,382 shares
    Change vs previous 13F -1,191 shares

    0.45% of the 13F portfolio, value $4,786,121.

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

    • Ascentis Independent Advisors: 13,075 shares
    • Ascentis Wealth Management, LLC: 39,307 shares

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

  5. period ended2025-06-30
    13F 53,573 shares
    Change vs previous 13F -2,951 shares

    0.25% of the 13F portfolio, value $2,347,727.

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

    • Ascentis Independent Advisors: 11,940 shares
    • Ascentis Wealth Management, LLC: 41,633 shares

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

  6. period ended2025-03-31
    13F 56,524 shares
    Change vs previous 13F +56,524 shares

    0.2% of the 13F portfolio, value $1,660,794.

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

    • Ascentis Independent Advisors: 11,940 shares
    • Ascentis Wealth Management, LLC: 44,584 shares

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -940 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F/A 940 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,902.

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

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