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Ascentis Wealth Management, LLC: MBB position timeline

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

Ascentis Wealth Management, LLC held 15,983 MBB 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 15,983 shares
    Change vs previous 13F -27,985 shares

    0.21% of the 13F portfolio, value $1,510,708.

    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: 1,486 shares
    • Ascentis Wealth Management, LLC: 14,497 shares

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

  2. period ended2026-03-31
    13F 43,968 shares
    Change vs previous 13F +25,323 shares

    0.23% of the 13F portfolio, value $4,174,848.

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

    • Ascentis Independent Advisors: 28,680 shares
    • Ascentis Wealth Management, LLC: 15,288 shares

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

  3. period ended2025-12-31
    13F 18,645 shares
    Change vs previous 13F +2,765 shares

    0.17% of the 13F portfolio, value $1,775,372.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,765 shares
    • Ascentis Wealth Management, LLC: 15,880 shares

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

  4. period ended2025-09-30
    13F 15,880 shares
    Change vs previous 13F -675 shares

    0.32% of the 13F portfolio, value $1,510,977.

    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 16,555 shares
    Change vs previous 13F -19,744 shares

    0.37% of the 13F portfolio, value $1,547,392.

    13F-HR 0001979372-25-000006 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: 16,555 shares

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

  6. period ended2025-03-31
    13F 36,299 shares
    Change vs previous 13F +6,673 shares

    0.41% of the 13F portfolio, value $3,404,327.

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

    • Ascentis Independent Advisors: 19,637 shares
    • Ascentis Wealth Management, LLC: 16,662 shares

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

  7. period ended2024-12-31
    13F 29,626 shares
    Change vs previous 13F +882 shares

    0.32% of the 13F portfolio, value $2,716,116.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,426 shares
    • Ascentis Wealth Management, LLC: 17,200 shares

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

  8. period ended2024-09-30
    13F/A 28,744 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,753,990.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,375 shares
    • Ascentis Wealth Management, LLC: 17,369 shares

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