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Disclosery

Ascent Wealth Partners, LLC: CMI position timeline

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

Ascent Wealth Partners, LLC held 18,518 CMI 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 18,518 shares
    Change vs previous 13F +139 shares

    1.32% of the 13F portfolio, value $13,207,223.

    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 18,379 shares
    Change vs previous 13F +111 shares

    1.15% of the 13F portfolio, value $9,888,270.

    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 18,268 shares
    Change vs previous 13F -79 shares

    1.07% of the 13F portfolio, value $9,324,901.

    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 18,347 shares
    Change vs previous 13F -132 shares

    0.9% of the 13F portfolio, value $7,749,222.

    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 18,479 shares
    Change vs previous 13F -2,000 shares

    0.75% of the 13F portfolio, value $6,051,873.

    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 20,479 shares
    Change vs previous 13F +1,844 shares

    0.86% of the 13F portfolio, value $6,418,938.

    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 18,635 shares
    Change vs previous 13F +9,107 shares

    0.88% of the 13F portfolio, value $6,496,161.

    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 9,528 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,085,071.

    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).