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Ascentis Wealth Management, LLC: MU position timeline

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

Ascentis Wealth Management, LLC held 245 MU 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 245 shares
    Change vs previous 13F -6,726 shares

    0.04% of the 13F portfolio, value $282,799.

    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: 13 shares
    • Ascentis Wealth Management, LLC: 232 shares

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

  2. period ended2026-03-31
    13F 6,971 shares
    Change vs previous 13F +4,562 shares

    0.13% of the 13F portfolio, value $2,355,353.

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

    • Ascentis Independent Advisors: 6,961 shares
    • Ascentis Wealth Management, LLC: 10 shares

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

  3. period ended2025-12-31
    13F 2,409 shares
    Change vs previous 13F +78 shares

    0.07% of the 13F portfolio, value $687,436.

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

    • Ascentis Independent Advisors: 2,399 shares
    • Ascentis Wealth Management, LLC: 10 shares

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

  4. period ended2025-09-30
    13F 2,331 shares
    Change vs previous 13F -274 shares

    0.04% of the 13F portfolio, value $390,029.

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

    • Ascentis Independent Advisors: 2,321 shares
    • Ascentis Wealth Management, LLC: 10 shares

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

  5. period ended2025-06-30
    13F 2,605 shares
    Change vs previous 13F +1,890 shares

    0.03% of the 13F portfolio, value $320,407.

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

    • Ascentis Independent Advisors: 2,350 shares
    • Ascentis Wealth Management, LLC: 255 shares

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

  6. period ended2025-03-31
    13F 715 shares
    Change vs previous 13F -7,842 shares

    0.02% of the 13F portfolio, value $63,426.

    13F-HR 0002032602-25-000001 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: 715 shares

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

  7. period ended2024-12-31
    13F 8,557 shares
    Change vs previous 13F +3,634 shares

    0.08% of the 13F portfolio, value $720,171.

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

    • Ascentis Independent Advisors: 7,351 shares
    • Ascentis Wealth Management, LLC: 1,206 shares

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

  8. period ended2024-09-30
    13F/A 4,923 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $510,527.

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

    • Ascentis Independent Advisors: 3,611 shares
    • Ascentis Wealth Management, LLC: 1,312 shares

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