Skip to content
Disclosery

Ascent Wealth Partners, LLC: BSV position timeline

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

Ascent Wealth Partners, LLC held 17,781 BSV 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 17,781 shares
    Change vs previous 13F +325 shares

    0.14% of the 13F portfolio, value $1,385,318.

    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 17,456 shares
    Change vs previous 13F -7,077 shares

    0.16% of the 13F portfolio, value $1,368,725.

    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 24,533 shares
    Change vs previous 13F +327 shares

    0.22% of the 13F portfolio, value $1,933,446.

    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 24,206 shares
    Change vs previous 13F +624 shares

    0.22% of the 13F portfolio, value $1,910,095.

    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 23,582 shares
    Change vs previous 13F +64 shares

    0.23% of the 13F portfolio, value $1,855,903.

    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 23,518 shares
    Change vs previous 13F +45 shares

    0.25% of the 13F portfolio, value $1,840,989.

    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 23,473 shares
    Change vs previous 13F +1,811 shares

    0.24% of the 13F portfolio, value $1,813,759.

    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 21,662 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,704,583.

    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).