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Disclosery

Ascent Wealth Partners, LLC: BNY position timeline

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

Ascent Wealth Partners, LLC held 27,360 BNY 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 27,360 shares
    Change vs previous 13F +924 shares

    0.4% of the 13F portfolio, value $3,956,530.

    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 26,436 shares
    Change vs previous 13F +771 shares

    0.36% of the 13F portfolio, value $3,136,103.

    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 25,665 shares
    Change vs previous 13F -80 shares

    0.34% of the 13F portfolio, value $2,979,450.

    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 25,745 shares
    Change vs previous 13F -613 shares

    0.33% of the 13F portfolio, value $2,805,175.

    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 26,358 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,401,477.

    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 26,358 shares
    Change vs previous 13F -5 shares

    0.3% of the 13F portfolio, value $2,210,645.

    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 26,363 shares
    Change vs previous 13F +27 shares

    0.27% of the 13F portfolio, value $2,025,469.

    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 26,336 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,892,505.

    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).