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Ascentis Wealth Management, LLC

Position in BLMH — Blum Holdings, Inc.

CIK 2032602 DALLAS, TX

Position in BLMH

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$3
+$1 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 2 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BLMH Over Time

Shares Held

Position Value (USD)

Position in Pharmaceutical Retailers

Healthcare · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $3 across 1 Pharmaceutical Retailers name. BLMH ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLMH
Blum Holdings, Inc.
This page
15 $3

All Filings in BLMH

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3 15
2026-03-31 $2 15
2025-12-31 $8 15
2025-09-30 $9 15
2025-06-30 $10 15
2025-03-31 $13 15
2024-12-31 $0 2
2024-09-30 $0 2