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Disclosery

Ascent Wealth Partners, LLC: AAPL position timeline

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

Ascent Wealth Partners, LLC held 165,586 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,586 shares
    Change vs previous 13F +8,736 shares

    4.79% of the 13F portfolio, value $47,913,878.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 156,850 shares
    Change vs previous 13F +6,569 shares

    4.63% of the 13F portfolio, value $39,807,054.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 150,281 shares
    Change vs previous 13F -2,489 shares

    4.7% of the 13F portfolio, value $40,855,500.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 152,770 shares
    Change vs previous 13F -686 shares

    4.51% of the 13F portfolio, value $38,899,760.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 153,456 shares
    Change vs previous 13F -3,569 shares

    3.89% of the 13F portfolio, value $31,484,664.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 157,025 shares
    Change vs previous 13F +5,474 shares

    4.68% of the 13F portfolio, value $34,880,001.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 151,551 shares
    Change vs previous 13F +9,293 shares

    5.12% of the 13F portfolio, value $37,951,380.

    13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 142,258 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $33,146,188.

    13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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