Skip to content
Disclosery

Ascentis Wealth Management, LLC: MYLD position timeline

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

Ascentis Wealth Management, LLC held 10,303 MYLD 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 10,303 shares
    Change vs previous 13F -732 shares

    0.05% of the 13F portfolio, value $329,084.

    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: 10,303 shares

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

  2. period ended2026-03-31
    13F 11,035 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,164.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 891 shares
    • Ascentis Wealth Management, LLC: 10,144 shares

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