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Disclosery

Ascent Wealth Partners, LLC: BLV position timeline

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

Ascent Wealth Partners, LLC held 24,242 BLV 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 24,242 shares
    Change vs previous 13F +613 shares

    0.17% of the 13F portfolio, value $1,671,001.

    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 23,629 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,625,203.

    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).