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Disclosery

Ascent Wealth Partners, LLC: AVGO position timeline

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

Ascent Wealth Partners, LLC held 25,210 AVGO 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 25,210 shares
    Change vs previous 13F +406 shares

    0.95% of the 13F portfolio, value $9,522,993.

    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 24,804 shares
    Change vs previous 13F +1,347 shares

    0.89% of the 13F portfolio, value $7,676,988.

    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 23,457 shares
    Change vs previous 13F +514 shares

    0.93% of the 13F portfolio, value $8,118,318.

    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 22,943 shares
    Change vs previous 13F +101 shares

    0.88% of the 13F portfolio, value $7,569,280.

    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 22,842 shares
    Change vs previous 13F +216 shares

    0.78% of the 13F portfolio, value $6,296,501.

    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 22,626 shares
    Change vs previous 13F -7,151 shares

    0.51% of the 13F portfolio, value $3,788,318.

    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 29,777 shares
    Change vs previous 13F -285 shares

    0.93% of the 13F portfolio, value $6,903,525.

    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 30,062 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,185,695.

    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).