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Ascentis Wealth Management, LLC: KVUE position timeline

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

Ascentis Wealth Management, LLC held 1,468 KVUE 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 1,468 shares
    Change vs previous 13F -36,014 shares

    <0.01% of the 13F portfolio, value $28,051.

    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: 1,468 shares

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

  2. period ended2026-03-31
    13F 37,482 shares
    Change vs previous 13F +5,528 shares

    0.04% of the 13F portfolio, value $646,186.

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

    • Ascentis Independent Advisors: 25,268 shares
    • Ascentis Wealth Management, LLC: 12,214 shares

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

  3. period ended2025-12-31
    13F 31,954 shares
    Change vs previous 13F -27,927 shares

    0.05% of the 13F portfolio, value $551,199.

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

    • Ascentis Independent Advisors: 20,021 shares
    • Ascentis Wealth Management, LLC: 11,933 shares

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

  4. period ended2025-09-30
    13F 59,881 shares
    Change vs previous 13F -2,910 shares

    0.09% of the 13F portfolio, value $971,843.

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

    • Ascentis Independent Advisors: 37,753 shares
    • Ascentis Wealth Management, LLC: 22,128 shares

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

  5. period ended2025-06-30
    13F 62,791 shares
    Change vs previous 13F +18,757 shares

    0.14% of the 13F portfolio, value $1,314,961.

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

    • Ascentis Independent Advisors: 43,299 shares
    • Ascentis Wealth Management, LLC: 19,492 shares

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

  6. period ended2025-03-31
    13F 44,034 shares
    Change vs previous 13F +17,570 shares

    0.13% of the 13F portfolio, value $1,054,079.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 25,740 shares
    • Ascentis Wealth Management, LLC: 18,294 shares

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

  7. period ended2024-12-31
    13F 26,464 shares
    Change vs previous 13F -3,822 shares

    0.07% of the 13F portfolio, value $565,006.

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

    • Ascentis Independent Advisors: 25,658 shares
    • Ascentis Wealth Management, LLC: 806 shares

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

  8. period ended2024-09-30
    13F/A 30,286 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $700,506.

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

    • Ascentis Independent Advisors: 29,480 shares
    • Ascentis Wealth Management, LLC: 806 shares

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