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Ascentis Wealth Management, LLC: MA position timeline

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

Ascentis Wealth Management, LLC held 779 MA 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 779 shares
    Change vs previous 13F -5,242 shares

    0.06% of the 13F portfolio, value $400,251.

    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: 6 shares
    • Ascentis Wealth Management, LLC: 773 shares

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

  2. period ended2026-03-31
    13F 6,021 shares
    Change vs previous 13F +1,996 shares

    0.16% of the 13F portfolio, value $3,009,637.

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

    • Ascentis Independent Advisors: 4,642 shares
    • Ascentis Wealth Management, LLC: 1,379 shares

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

  3. period ended2025-12-31
    13F 4,025 shares
    Change vs previous 13F +202 shares

    0.22% of the 13F portfolio, value $2,298,469.

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

    • Ascentis Independent Advisors: 2,440 shares
    • Ascentis Wealth Management, LLC: 1,585 shares

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

  4. period ended2025-09-30
    13F 3,823 shares
    Change vs previous 13F +101 shares

    0.2% of the 13F portfolio, value $2,175,169.

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

    • Ascentis Independent Advisors: 2,011 shares
    • Ascentis Wealth Management, LLC: 1,812 shares

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

  5. period ended2025-06-30
    13F 3,722 shares
    Change vs previous 13F +296 shares

    0.22% of the 13F portfolio, value $2,096,979.

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

    • Ascentis Independent Advisors: 1,985 shares
    • Ascentis Wealth Management, LLC: 1,737 shares

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

  6. period ended2025-03-31
    13F 3,426 shares
    Change vs previous 13F -203 shares

    0.23% of the 13F portfolio, value $1,879,138.

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

    • Ascentis Independent Advisors: 1,859 shares
    • Ascentis Wealth Management, LLC: 1,567 shares

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

  7. period ended2024-12-31
    13F 3,629 shares
    Change vs previous 13F -549 shares

    0.23% of the 13F portfolio, value $1,911,265.

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

    • Ascentis Independent Advisors: 2,109 shares
    • Ascentis Wealth Management, LLC: 1,520 shares

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

  8. period ended2024-09-30
    13F/A 4,178 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,063,262.

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

    • Ascentis Independent Advisors: 2,774 shares
    • Ascentis Wealth Management, LLC: 1,404 shares

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