Skip to content
Disclosery

Ascentis Wealth Management, LLC: MHF position timeline

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

Ascentis Wealth Management, LLC held 91,561 MHF 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 91,561 shares
    Change vs previous 13F +1,099 shares

    0.1% of the 13F portfolio, value $640,944.

    13F-HR/A 0002032602-26-000007 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).

  2. period ended2026-03-31
    13F 90,462 shares
    Change vs previous 13F +1,095 shares

    0.12% of the 13F portfolio, value $627,812.

    13F-HR 0002032602-26-000003 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).

  3. period ended2025-12-31
    13F 89,367 shares
    Change vs previous 13F +9,970 shares

    0.14% of the 13F portfolio, value $614,857.

    13F-HR 0002032602-26-000001 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).

  4. period ended2025-09-30
    13F 79,397 shares
    Change vs previous 13F +623 shares

    0.12% of the 13F portfolio, value $574,059.

    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 78,774 shares
    Change vs previous 13F +8,212 shares

    0.13% of the 13F portfolio, value $554,587.

    13F-HR 0001979372-25-000006 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).

  6. period ended2025-03-31
    13F 70,562 shares
    Change vs previous 13F +68,054 shares

    0.16% of the 13F portfolio, value $522,174.

    13F-HR 0002032602-25-000001 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).

  7. period ended2024-12-31
    13F 2,508 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $17,054.

    13F-HR 0001979372-25-000002 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).

  8. period ended2024-09-30
    13F 2,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,132.

    13F-HR 0001979372-24-000005 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).