Ascent Wealth Partners, LLC: CAH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Wealth Partners, LLC on CAH, newest first. How the timeline and the estimate are built.
Ascent Wealth Partners, LLC held 12,082 CAH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 12,082 sharesChange vs previous 13F +501 shares
0.29% of the 13F portfolio, value $2,870,200.
13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,581 sharesChange vs previous 13F +117 shares
0.28% of the 13F portfolio, value $2,447,181.
13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,464 sharesChange vs previous 13F -300 shares
0.27% of the 13F portfolio, value $2,355,852.
13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,764 sharesChange vs previous 13F -221 shares
0.21% of the 13F portfolio, value $1,846,477.
13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,985 sharesChange vs previous 13F +85 shares
0.25% of the 13F portfolio, value $2,013,480.
13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,900 sharesChange vs previous 13F -6 shares
0.22% of the 13F portfolio, value $1,639,463.
13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,906 sharesChange vs previous 13F +50 shares
0.19% of the 13F portfolio, value $1,408,123.
13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,856 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,310,325.
13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).