Skip to content

Ascent Wealth Partners, LLC: ABT position timeline

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

Ascent Wealth Partners, LLC held 69,236 ABT 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 69,236 shares
    Change vs previous 13F +3,981 shares

    0.63% of the 13F portfolio, value $6,282,471.

    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 65,255 shares
    Change vs previous 13F -27,145 shares

    0.78% of the 13F portfolio, value $6,699,686.

    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 92,400 shares
    Change vs previous 13F -1,569 shares

    1.33% of the 13F portfolio, value $11,576,811.

    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 93,969 shares
    Change vs previous 13F -1,005 shares

    1.46% of the 13F portfolio, value $12,586,177.

    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 94,974 shares
    Change vs previous 13F -3,498 shares

    1.59% of the 13F portfolio, value $12,917,470.

    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 98,472 shares
    Change vs previous 13F +4,285 shares

    1.75% of the 13F portfolio, value $13,062,320.

    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 94,187 shares
    Change vs previous 13F -270 shares

    1.44% of the 13F portfolio, value $10,653,460.

    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 94,457 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $10,769,082.

    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).