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Ascentis Wealth Management, LLC: WMB position timeline

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

Ascentis Wealth Management, LLC held 4,595 WMB 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 4,595 shares
    Change vs previous 13F -24,212 shares

    0.05% of the 13F portfolio, value $341,567.

    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: 4,595 shares

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

  2. period ended2026-03-31
    13F 28,807 shares
    Change vs previous 13F +12,307 shares

    0.11% of the 13F portfolio, value $2,096,650.

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

    • Ascentis Independent Advisors: 25,331 shares
    • Ascentis Wealth Management, LLC: 3,476 shares

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

  3. period ended2025-12-31
    13F 16,500 shares
    Change vs previous 13F +769 shares

    0.09% of the 13F portfolio, value $991,801.

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

    • Ascentis Independent Advisors: 13,792 shares
    • Ascentis Wealth Management, LLC: 2,708 shares

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

  4. period ended2025-09-30
    13F 15,731 shares
    Change vs previous 13F +2,015 shares

    0.09% of the 13F portfolio, value $996,548.

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

    • Ascentis Independent Advisors: 12,714 shares
    • Ascentis Wealth Management, LLC: 3,017 shares

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

  5. period ended2025-06-30
    13F 13,716 shares
    Change vs previous 13F -843 shares

    0.09% of the 13F portfolio, value $854,359.

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

    • Ascentis Independent Advisors: 11,972 shares
    • Ascentis Wealth Management, LLC: 1,744 shares

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

  6. period ended2025-03-31
    13F 14,559 shares
    Change vs previous 13F +2,051 shares

    0.1% of the 13F portfolio, value $871,518.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,735 shares
    • Ascentis Wealth Management, LLC: 1,824 shares

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

  7. period ended2024-12-31
    13F 12,508 shares
    Change vs previous 13F -4,185 shares

    0.08% of the 13F portfolio, value $676,932.

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

    • Ascentis Independent Advisors: 12,038 shares
    • Ascentis Wealth Management, LLC: 470 shares

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

  8. period ended2024-09-30
    13F/A 16,693 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $762,020.

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

    • Ascentis Independent Advisors: 16,162 shares
    • Ascentis Wealth Management, LLC: 531 shares

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