Skip to content
Disclosery

Ascentis Wealth Management, LLC: MUB position timeline

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

Ascentis Wealth Management, LLC held 4,104 MUB 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 4,104 shares
    Change vs previous 13F -40,068 shares

    0.07% of the 13F portfolio, value $441,664.

    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: 4,104 shares

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

  2. period ended2026-03-31
    13F 44,172 shares
    Change vs previous 13F +38,083 shares

    0.26% of the 13F portfolio, value $4,688,871.

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

    • Ascentis Independent Advisors: 40,164 shares
    • Ascentis Wealth Management, LLC: 4,008 shares

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

  3. period ended2025-12-31
    13F 6,089 shares
    Change vs previous 13F +2,053 shares

    0.06% of the 13F portfolio, value $652,184.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,034 shares
    • Ascentis Wealth Management, LLC: 4,055 shares

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

  4. period ended2025-09-30
    13F 4,036 shares
    Change vs previous 13F -1,660 shares

    0.09% of the 13F portfolio, value $429,782.

    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 5,696 shares
    Change vs previous 13F -6,792 shares

    0.14% of the 13F portfolio, value $594,028.

    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 12,488 shares
    Change vs previous 13F -7 shares

    0.4% of the 13F portfolio, value $1,317,039.

    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 12,495 shares
    Change vs previous 13F +1,911 shares

    0.41% of the 13F portfolio, value $1,331,333.

    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 10,584 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,149,732.

    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).