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Ascentis Wealth Management, LLC: KYN position timeline

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

Ascentis Wealth Management, LLC held 198,135 KYN 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 198,135 shares
    Change vs previous 13F +569 shares

    0.41% of the 13F portfolio, value $2,740,217.

    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: 198,135 shares

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

  2. period ended2026-03-31
    13F 197,566 shares
    Change vs previous 13F +10,010 shares

    0.15% of the 13F portfolio, value $2,821,247.

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

    • Ascentis Independent Advisors: 80 shares
    • Ascentis Wealth Management, LLC: 197,486 shares

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

  3. period ended2025-12-31
    13F 187,556 shares
    Change vs previous 13F -355 shares

    0.55% of the 13F portfolio, value $2,321,958.

    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 187,911 shares
    Change vs previous 13F +51,880 shares

    0.49% of the 13F portfolio, value $2,324,477.

    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 136,031 shares
    Change vs previous 13F +36,605 shares

    0.41% of the 13F portfolio, value $1,711,269.

    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 99,426 shares
    Change vs previous 13F +27,066 shares

    0.4% of the 13F portfolio, value $1,289,553.

    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 72,360 shares
    Change vs previous 13F +31,906 shares

    0.28% of the 13F portfolio, value $919,691.

    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 40,454 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $445,001.

    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).