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Disclosery

Ascent Wealth Partners, LLC: D position timeline

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

Ascent Wealth Partners, LLC held 32,162 D 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 32,162 shares
    Change vs previous 13F +758 shares

    0.22% of the 13F portfolio, value $2,196,343.

    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 31,404 shares
    Change vs previous 13F +1,031 shares

    0.23% of the 13F portfolio, value $1,941,395.

    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 30,373 shares
    Change vs previous 13F +32 shares

    0.2% of the 13F portfolio, value $1,779,554.

    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 30,341 shares
    Change vs previous 13F -150 shares

    0.22% of the 13F portfolio, value $1,855,959.

    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 30,491 shares
    Change vs previous 13F +8,835 shares

    0.21% of the 13F portfolio, value $1,723,351.

    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 21,656 shares
    Change vs previous 13F -27 shares

    0.16% of the 13F portfolio, value $1,214,252.

    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 21,683 shares
    Change vs previous 13F +525 shares

    0.16% of the 13F portfolio, value $1,167,846.

    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 21,158 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,222,721.

    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).