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Disclosery

Ascent Wealth Partners, LLC: APD position timeline

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

Ascent Wealth Partners, LLC held 24,802 APD 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 24,802 shares
    Change vs previous 13F +249 shares

    0.73% of the 13F portfolio, value $7,271,450.

    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 24,553 shares
    Change vs previous 13F +1,050 shares

    0.83% of the 13F portfolio, value $7,132,401.

    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 23,503 shares
    Change vs previous 13F -1,152 shares

    0.67% of the 13F portfolio, value $5,805,711.

    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 24,655 shares
    Change vs previous 13F -125 shares

    0.78% of the 13F portfolio, value $6,723,912.

    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 24,780 shares
    Change vs previous 13F -2,240 shares

    0.86% of the 13F portfolio, value $6,989,447.

    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 27,020 shares
    Change vs previous 13F +2,277 shares

    1.07% of the 13F portfolio, value $7,968,738.

    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 24,743 shares
    Change vs previous 13F -167 shares

    0.97% of the 13F portfolio, value $7,176,460.

    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 24,910 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $7,416,703.

    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).