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Disclosery

Ascent Wealth Partners, LLC: AJG position timeline

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

Ascent Wealth Partners, LLC held 3,099 AJG 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 3,099 shares
    Change vs previous 13F -606 shares

    0.07% of the 13F portfolio, value $711,437.

    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 3,705 shares
    Change vs previous 13F -19,687 shares

    0.09% of the 13F portfolio, value $802,429.

    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 23,392 shares
    Change vs previous 13F -1,173 shares

    0.7% of the 13F portfolio, value $6,053,616.

    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 24,565 shares
    Change vs previous 13F -273 shares

    0.88% of the 13F portfolio, value $7,608,763.

    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 24,838 shares
    Change vs previous 13F +92 shares

    0.98% of the 13F portfolio, value $7,951,141.

    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 24,746 shares
    Change vs previous 13F +83 shares

    1.15% of the 13F portfolio, value $8,543,309.

    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 24,663 shares
    Change vs previous 13F -159 shares

    0.94% of the 13F portfolio, value $7,000,593.

    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 24,822 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,984,166.

    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).