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Ascentis Wealth Management, LLC: MO position timeline

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

Ascentis Wealth Management, LLC held 10,690 MO 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 10,690 shares
    Change vs previous 13F -78,193 shares

    0.11% of the 13F portfolio, value $769,186.

    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: 4,574 shares
    • Ascentis Wealth Management, LLC: 6,116 shares

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

  2. period ended2026-03-31
    13F 88,883 shares
    Change vs previous 13F +62,367 shares

    0.32% of the 13F portfolio, value $5,865,483.

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

    • Ascentis Independent Advisors: 79,580 shares
    • Ascentis Wealth Management, LLC: 9,303 shares

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

  3. period ended2025-12-31
    13F 26,516 shares
    Change vs previous 13F +4,681 shares

    0.15% of the 13F portfolio, value $1,528,931.

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

    • Ascentis Independent Advisors: 17,910 shares
    • Ascentis Wealth Management, LLC: 8,606 shares

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

  4. period ended2025-09-30
    13F 21,835 shares
    Change vs previous 13F +2,751 shares

    0.14% of the 13F portfolio, value $1,442,404.

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

    • Ascentis Independent Advisors: 13,615 shares
    • Ascentis Wealth Management, LLC: 8,220 shares

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

  5. period ended2025-06-30
    13F 19,084 shares
    Change vs previous 13F +207 shares

    0.12% of the 13F portfolio, value $1,115,396.

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

    • Ascentis Independent Advisors: 11,887 shares
    • Ascentis Wealth Management, LLC: 7,197 shares

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

  6. period ended2025-03-31
    13F 18,877 shares
    Change vs previous 13F +2,097 shares

    0.14% of the 13F portfolio, value $1,124,081.

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

    • Ascentis Independent Advisors: 11,635 shares
    • Ascentis Wealth Management, LLC: 7,242 shares

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

  7. period ended2024-12-31
    13F 16,780 shares
    Change vs previous 13F -320 shares

    0.1% of the 13F portfolio, value $877,462.

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

    • Ascentis Independent Advisors: 11,086 shares
    • Ascentis Wealth Management, LLC: 5,694 shares

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

  8. period ended2024-09-30
    13F/A 17,100 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $872,798.

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

    • Ascentis Independent Advisors: 11,422 shares
    • Ascentis Wealth Management, LLC: 5,678 shares

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