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Ascentis Wealth Management, LLC: MMM position timeline

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

Ascentis Wealth Management, LLC held 2,182 MMM 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 2,182 shares
    Change vs previous 13F -11,889 shares

    0.05% of the 13F portfolio, value $353,264.

    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: 2,182 shares

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

  2. period ended2026-03-31
    13F 14,071 shares
    Change vs previous 13F +10,280 shares

    0.11% of the 13F portfolio, value $2,043,488.

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

    • Ascentis Independent Advisors: 12,565 shares
    • Ascentis Wealth Management, LLC: 1,506 shares

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

  3. period ended2025-12-31
    13F 3,791 shares
    Change vs previous 13F -3,159 shares

    0.06% of the 13F portfolio, value $606,929.

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

    • Ascentis Independent Advisors: 2,645 shares
    • Ascentis Wealth Management, LLC: 1,146 shares

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

  4. period ended2025-09-30
    13F 6,950 shares
    Change vs previous 13F -2,239 shares

    0.1% of the 13F portfolio, value $1,078,455.

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

    • Ascentis Independent Advisors: 5,782 shares
    • Ascentis Wealth Management, LLC: 1,168 shares

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

  5. period ended2025-06-30
    13F 9,189 shares
    Change vs previous 13F -102 shares

    0.15% of the 13F portfolio, value $1,400,039.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,454 shares
    • Ascentis Wealth Management, LLC: 735 shares

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

  6. period ended2025-03-31
    13F 9,291 shares
    Change vs previous 13F -350 shares

    0.16% of the 13F portfolio, value $1,365,068.

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

    • Ascentis Independent Advisors: 8,514 shares
    • Ascentis Wealth Management, LLC: 777 shares

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

  7. period ended2024-12-31
    13F 9,641 shares
    Change vs previous 13F -337 shares

    0.15% of the 13F portfolio, value $1,244,610.

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

    • Ascentis Independent Advisors: 9,520 shares
    • Ascentis Wealth Management, LLC: 121 shares

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

  8. period ended2024-09-30
    13F/A 9,978 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,364,021.

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

    • Ascentis Independent Advisors: 9,857 shares
    • Ascentis Wealth Management, LLC: 121 shares

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