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Ascentis Wealth Management, LLC: WMT position timeline

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

Ascentis Wealth Management, LLC held 22,066 WMT 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 22,066 shares
    Change vs previous 13F -66,046 shares

    0.35% of the 13F portfolio, value $2,499,345.

    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: 645 shares
    • Ascentis Wealth Management, LLC: 21,421 shares

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

  2. period ended2026-03-31
    13F 88,112 shares
    Change vs previous 13F +19,593 shares

    0.6% of the 13F portfolio, value $10,950,907.

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

    • Ascentis Independent Advisors: 68,249 shares
    • Ascentis Wealth Management, LLC: 19,863 shares

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

  3. period ended2025-12-31
    13F 68,519 shares
    Change vs previous 13F +1,754 shares

    0.73% of the 13F portfolio, value $7,634,053.

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

    • Ascentis Independent Advisors: 48,582 shares
    • Ascentis Wealth Management, LLC: 19,937 shares

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

  4. period ended2025-09-30
    13F 66,765 shares
    Change vs previous 13F +4,192 shares

    0.65% of the 13F portfolio, value $6,881,221.

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

    • Ascentis Independent Advisors: 47,115 shares
    • Ascentis Wealth Management, LLC: 19,650 shares

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

  5. period ended2025-06-30
    13F 62,573 shares
    Change vs previous 13F -32,588 shares

    0.64% of the 13F portfolio, value $6,125,280.

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

    • Ascentis Independent Advisors: 47,907 shares
    • Ascentis Wealth Management, LLC: 14,666 shares

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

  6. period ended2025-03-31
    13F 95,161 shares
    Change vs previous 13F +31,450 shares

    1.01% of the 13F portfolio, value $8,404,201.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 47,221 shares
    • Ascentis Wealth Management, LLC: 47,940 shares

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

  7. period ended2024-12-31
    13F 63,711 shares
    Change vs previous 13F -11,195 shares

    0.68% of the 13F portfolio, value $5,756,512.

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

    • Ascentis Independent Advisors: 50,418 shares
    • Ascentis Wealth Management, LLC: 13,293 shares

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

  8. period ended2024-09-30
    13F/A 74,906 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,052,585.

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

    • Ascentis Independent Advisors: 60,626 shares
    • Ascentis Wealth Management, LLC: 14,280 shares

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