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Disclosery

Ascent Wealth Partners, LLC: AMZN position timeline

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

Ascent Wealth Partners, LLC held 48,656 AMZN 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 48,656 shares
    Change vs previous 13F +1,025 shares

    1.16% of the 13F portfolio, value $11,596,671.

    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 47,631 shares
    Change vs previous 13F +1,859 shares

    1.15% of the 13F portfolio, value $9,920,108.

    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 45,772 shares
    Change vs previous 13F +454 shares

    1.22% of the 13F portfolio, value $10,565,093.

    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 45,318 shares
    Change vs previous 13F -249 shares

    1.15% of the 13F portfolio, value $9,950,473.

    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 45,567 shares
    Change vs previous 13F -955 shares

    1.23% of the 13F portfolio, value $9,996,944.

    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 46,522 shares
    Change vs previous 13F +1,306 shares

    1.19% of the 13F portfolio, value $8,851,276.

    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 45,216 shares
    Change vs previous 13F +726 shares

    1.34% of the 13F portfolio, value $9,919,938.

    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 44,490 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $8,289,822.

    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).