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Disclosery

Ascent Wealth Partners, LLC: ADP position timeline

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

Ascent Wealth Partners, LLC held 3,061 ADP 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 3,061 shares
    Change vs previous 13F -47,723 shares

    0.07% of the 13F portfolio, value $685,511.

    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 50,784 shares
    Change vs previous 13F +918 shares

    1.2% of the 13F portfolio, value $10,318,293.

    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 49,866 shares
    Change vs previous 13F -768 shares

    1.48% of the 13F portfolio, value $12,827,031.

    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 50,634 shares
    Change vs previous 13F -170 shares

    1.72% of the 13F portfolio, value $14,861,079.

    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 50,804 shares
    Change vs previous 13F -2,335 shares

    1.93% of the 13F portfolio, value $15,667,954.

    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 53,139 shares
    Change vs previous 13F +2,710 shares

    2.18% of the 13F portfolio, value $16,235,559.

    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 50,429 shares
    Change vs previous 13F -498 shares

    1.99% of the 13F portfolio, value $14,762,081.

    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 50,927 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $14,093,029.

    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).