Ascentis Wealth Management, LLC: PM position timeline

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

Ascentis Wealth Management, LLC held 3,717 PM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F/A 3,717 shares
Change vs previous 13F -17,078 shares
0.1% of the 13F portfolio, value $672,420.
13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Ascentis Independent Advisors: 230 shares
- Ascentis Wealth Management, LLC: 3,487 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 20,795 shares
Change vs previous 13F +9,139 shares
0.19% of the 13F portfolio, value $3,438,558.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Ascentis Independent Advisors: 17,820 shares
- Ascentis Wealth Management, LLC: 2,975 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,656 shares
Change vs previous 13F -2,662 shares
0.18% of the 13F portfolio, value $1,869,585.
13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Ascentis Independent Advisors: 9,042 shares
- Ascentis Wealth Management, LLC: 2,614 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,318 shares
Change vs previous 13F +6,574 shares
0.22% of the 13F portfolio, value $2,322,307.
13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Ascentis Independent Advisors: 11,721 shares
- Ascentis Wealth Management, LLC: 2,597 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 7,744 shares
Change vs previous 13F +762 shares
0.15% of the 13F portfolio, value $1,393,180.
13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Ascentis Independent Advisors: 3,996 shares
- Ascentis Wealth Management, LLC: 3,748 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,982 shares
Change vs previous 13F +950 shares
0.13% of the 13F portfolio, value $1,106,319.
13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Ascentis Independent Advisors: 3,902 shares
- Ascentis Wealth Management, LLC: 3,080 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,032 shares
Change vs previous 13F +1,031 shares
0.09% of the 13F portfolio, value $725,945.
13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Ascentis Independent Advisors: 3,145 shares
- Ascentis Wealth Management, LLC: 2,887 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 5,001 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $607,092.
13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Ascentis Independent Advisors: 2,426 shares
- Ascentis Wealth Management, LLC: 2,575 shares
Acceptance time not in the bulk data set (spec §4.2).