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Ascentis Wealth Management, LLC: MAR position timeline

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

Ascentis Wealth Management, LLC held 169 MAR 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 169 shares
    Change vs previous 13F -1,360 shares

    0.01% of the 13F portfolio, value $62,629.

    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: 169 shares

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

  2. period ended2026-03-31
    13F 1,529 shares
    Change vs previous 13F +290 shares

    0.03% of the 13F portfolio, value $500,445.

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

    • Ascentis Independent Advisors: 1,360 shares
    • Ascentis Wealth Management, LLC: 169 shares

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

  3. period ended2025-12-31
    13F 1,239 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $384,495.

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

    • Ascentis Independent Advisors: 1,070 shares
    • Ascentis Wealth Management, LLC: 169 shares

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

  4. period ended2025-09-30
    13F 1,241 shares
    Change vs previous 13F +165 shares

    0.03% of the 13F portfolio, value $323,288.

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

    • Ascentis Independent Advisors: 1,072 shares
    • Ascentis Wealth Management, LLC: 169 shares

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

  5. period ended2025-06-30
    13F 1,076 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $294,043.

    13F-HR 0001845003-25-000004 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).

  6. period ended2025-03-31
    13F 1,048 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $249,680.

    13F-HR 0001845003-25-000002 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).

  7. period ended2024-12-31
    13F 1,041 shares
    Change vs previous 13F -36 shares

    0.06% of the 13F portfolio, value $290,416.

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

    • Ascentis Independent Advisors: 1,041 shares
    • Ascentis Wealth Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F/A 1,077 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,769.

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

    • Ascentis Independent Advisors: 1,041 shares
    • Ascentis Wealth Management, LLC: 36 shares

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