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Disclosery

Ascent Wealth Partners, LLC: AMAT position timeline

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

Ascent Wealth Partners, LLC held 49,131 AMAT 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 49,131 shares
    Change vs previous 13F +98 shares

    3.55% of the 13F portfolio, value $35,521,713.

    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 49,033 shares
    Change vs previous 13F +1,302 shares

    1.95% of the 13F portfolio, value $16,758,989.

    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 47,731 shares
    Change vs previous 13F -739 shares

    1.41% of the 13F portfolio, value $12,266,390.

    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 48,470 shares
    Change vs previous 13F +6,733 shares

    1.15% of the 13F portfolio, value $9,923,748.

    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 41,737 shares
    Change vs previous 13F -1,557 shares

    0.94% of the 13F portfolio, value $7,640,793.

    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 43,294 shares
    Change vs previous 13F +141 shares

    0.84% of the 13F portfolio, value $6,282,825.

    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 43,153 shares
    Change vs previous 13F +385 shares

    0.95% of the 13F portfolio, value $7,017,972.

    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 42,768 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $8,641,274.

    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).