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Ascentis Wealth Management, LLC: MCK position timeline

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

Ascentis Wealth Management, LLC held 79 MCK 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 79 shares
    Change vs previous 13F -3,598 shares

    0.01% of the 13F portfolio, value $59,683.

    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: 12 shares
    • Ascentis Wealth Management, LLC: 67 shares

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

  2. period ended2026-03-31
    13F 3,677 shares
    Change vs previous 13F +1,283 shares

    0.17% of the 13F portfolio, value $3,182,209.

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

    • Ascentis Independent Advisors: 3,388 shares
    • Ascentis Wealth Management, LLC: 289 shares

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

  3. period ended2025-12-31
    13F 2,394 shares
    Change vs previous 13F +385 shares

    0.19% of the 13F portfolio, value $1,963,414.

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

    • Ascentis Independent Advisors: 2,178 shares
    • Ascentis Wealth Management, LLC: 216 shares

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

  4. period ended2025-09-30
    13F 2,009 shares
    Change vs previous 13F +1,081 shares

    0.26% of the 13F portfolio, value $1,552,033.

    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 ended2025-06-30
    13F 928 shares
    Change vs previous 13F +257 shares

    0.13% of the 13F portfolio, value $680,020.

    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 671 shares
    Change vs previous 13F +68 shares

    0.09% of the 13F portfolio, value $451,576.

    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 603 shares
    Change vs previous 13F +93 shares

    0.07% of the 13F portfolio, value $343,656.

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

    • Ascentis Independent Advisors: 603 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 510 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,125.

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

    • Ascentis Independent Advisors: 430 shares
    • Ascentis Wealth Management, LLC: 80 shares

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