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Disclosery

Ascent Wealth Partners, LLC: BLK position timeline

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

Ascent Wealth Partners, LLC held 1,820 BLK 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 1,820 shares
    Change vs previous 13F +70 shares

    0.17% of the 13F portfolio, value $1,750,039.

    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 1,750 shares
    Change vs previous 13F +17 shares

    0.2% of the 13F portfolio, value $1,682,993.

    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 1,733 shares
    Change vs previous 13F -9 shares

    0.21% of the 13F portfolio, value $1,854,899.

    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 1,742 shares
    Change vs previous 13F +57 shares

    0.24% of the 13F portfolio, value $2,030,946.

    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 1,685 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,767,986.

    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).