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Disclosery

Ascent Wealth Partners, LLC: ARM position timeline

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

Ascent Wealth Partners, LLC held 13,357 ARM 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 13,357 shares
    Change vs previous 13F +140 shares

    0.48% of the 13F portfolio, value $4,761,521.

    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 13,217 shares
    Change vs previous 13F +1,499 shares

    0.23% of the 13F portfolio, value $1,999,468.

    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 11,718 shares
    Change vs previous 13F +161 shares

    0.15% of the 13F portfolio, value $1,280,895.

    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 11,557 shares
    Change vs previous 13F -3,776 shares

    0.19% of the 13F portfolio, value $1,635,200.

    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 15,333 shares
    Change vs previous 13F -5,313 shares

    0.31% of the 13F portfolio, value $2,479,959.

    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 20,646 shares
    Change vs previous 13F +401 shares

    0.3% of the 13F portfolio, value $2,204,786.

    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 20,245 shares
    Change vs previous 13F +512 shares

    0.34% of the 13F portfolio, value $2,497,423.

    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 19,733 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,822,016.

    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).