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Ascentis Wealth Management, LLC: MPC position timeline

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

Ascentis Wealth Management, LLC held 614 MPC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 614 shares
    Change vs previous 13F -3,532 shares

    0.02% of the 13F portfolio, value $156,973.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 522 shares
    • Ascentis Wealth Management, LLC: 92 shares

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

  2. period ended2026-03-31
    13F 4,146 shares
    Change vs previous 13F +4,029 shares

    0.06% of the 13F portfolio, value $1,012,469.

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

    • Ascentis Independent Advisors: 4,054 shares
    • Ascentis Wealth Management, LLC: 92 shares

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

  3. period ended2025-12-31
    13F 117 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $19,027.

    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 0 shares
    Change vs previous 13F -318 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 318 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $54,157.

    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 318 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $46,633.

    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 374 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $52,171.

    13F-HR 0001979372-25-000002 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: 374 shares

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

  8. period ended2024-09-30
    13F/A 512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $83,406.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 43 shares
    • Ascentis Wealth Management, LLC: 469 shares

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