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Disclosery

Ascent Wealth Partners, LLC: AGG position timeline

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

Ascent Wealth Partners, LLC held 27,347 AGG 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 27,347 shares
    Change vs previous 13F +837 shares

    0.27% of the 13F portfolio, value $2,706,806.

    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 26,510 shares
    Change vs previous 13F +3,087 shares

    0.31% of the 13F portfolio, value $2,631,648.

    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 23,423 shares
    Change vs previous 13F +521 shares

    0.27% of the 13F portfolio, value $2,339,489.

    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 22,902 shares
    Change vs previous 13F +1,456 shares

    0.27% of the 13F portfolio, value $2,295,926.

    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 21,446 shares
    Change vs previous 13F +81 shares

    0.26% of the 13F portfolio, value $2,127,443.

    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 21,365 shares
    Change vs previous 13F +58 shares

    0.28% of the 13F portfolio, value $2,113,426.

    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 21,307 shares
    Change vs previous 13F +1,612 shares

    0.28% of the 13F portfolio, value $2,064,648.

    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 19,695 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,994,513.

    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).