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Disclosery

Ascentis Wealth Management, LLC: LMBS position timeline

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

Ascentis Wealth Management, LLC held 436 LMBS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 436 shares
    Change vs previous 13F -38,323 shares

    0.06% of the 13F portfolio, value $21,701.

    13F-HR/A 0001845003-26-000007 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).

  2. period ended2026-03-31
    13F 38,759 shares
    Change vs previous 13F +17,226 shares

    0.15% of the 13F portfolio, value $1,930,568.

    13F-HR 0001845003-26-000004 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).

  3. period ended2025-12-31
    13F 21,533 shares
    Change vs previous 13F -22,878 shares

    0.17% of the 13F portfolio, value $1,076,456.

    13F-HR 0001845003-26-000001 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).

  4. period ended2025-09-30
    13F 44,411 shares
    Change vs previous 13F +44,411 shares

    0.37% of the 13F portfolio, value $2,211,227.

    13F-HR 0001845003-25-000006 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).

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

  6. period ended2024-09-30
    13F/A 0 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    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).