Ascent Wealth Partners, LLC: AAON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Wealth Partners, LLC on AAON, newest first. How the timeline and the estimate are built.
Ascent Wealth Partners, LLC held 0 AAON shares at 2025-09-30 per its 13F-HR filed 2025-10-21.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -27,581 shares
13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 27,581 sharesChange vs previous 13F -2,787 shares
0.25% of the 13F portfolio, value $2,033,639.
13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,368 sharesChange vs previous 13F +487 shares
0.32% of the 13F portfolio, value $2,372,652.
13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,881 sharesChange vs previous 13F +113 shares
0.47% of the 13F portfolio, value $3,516,396.
13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,768 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $3,209,427.
13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).