Ascentis Wealth Management, LLC: MDT position timeline

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

Ascentis Wealth Management, LLC held 3,532 MDT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F/A 3,532 shares
Change vs previous 13F -15,849 shares
0.04% of the 13F portfolio, value $276,289.
13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Ascentis Independent Advisors: 803 shares
- Ascentis Wealth Management, LLC: 2,729 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 19,381 shares
Change vs previous 13F +6,513 shares
0.09% of the 13F portfolio, value $1,679,367.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Ascentis Independent Advisors: 12,514 shares
- Ascentis Wealth Management, LLC: 6,867 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,868 shares
Change vs previous 13F +7,509 shares
0.12% of the 13F portfolio, value $1,236,072.
13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Ascentis Independent Advisors: 6,589 shares
- Ascentis Wealth Management, LLC: 6,279 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,359 shares
Change vs previous 13F +2,862 shares
0.05% of the 13F portfolio, value $510,381.
13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Ascentis Independent Advisors: 2,676 shares
- Ascentis Wealth Management, LLC: 2,683 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,497 shares
Change vs previous 13F -6,299 shares
0.05% of the 13F portfolio, value $221,273.
13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Ascentis Independent Advisors: 0 shares
- Ascentis Wealth Management, LLC: 2,497 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,796 shares
Change vs previous 13F +6,290 shares
0.09% of the 13F portfolio, value $787,165.
13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Ascentis Independent Advisors: 6,239 shares
- Ascentis Wealth Management, LLC: 2,557 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,506 shares
Change vs previous 13F -989 shares
0.06% of the 13F portfolio, value $200,167.
13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Ascentis Independent Advisors: 0 shares
- Ascentis Wealth Management, LLC: 2,506 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 3,495 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $314,632.
13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Ascentis Independent Advisors: 901 shares
- Ascentis Wealth Management, LLC: 2,594 shares
Acceptance time not in the bulk data set (spec §4.2).