Skip to content
Disclosery

Ascent Wealth Partners, LLC: ACN position timeline

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

Ascent Wealth Partners, LLC held 2,445 ACN 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 2,445 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $304,256.

    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 2,445 shares
    Change vs previous 13F -31,884 shares

    0.06% of the 13F portfolio, value $484,819.

    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 34,329 shares
    Change vs previous 13F -714 shares

    1.06% of the 13F portfolio, value $9,210,471.

    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 35,043 shares
    Change vs previous 13F -995 shares

    1% of the 13F portfolio, value $8,641,604.

    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 36,038 shares
    Change vs previous 13F -2,897 shares

    1.33% of the 13F portfolio, value $10,771,398.

    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 38,935 shares
    Change vs previous 13F +2,666 shares

    1.63% of the 13F portfolio, value $12,149,277.

    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 36,269 shares
    Change vs previous 13F -178 shares

    1.72% of the 13F portfolio, value $12,759,072.

    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 36,447 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $12,883,286.

    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).