Skip to content
Disclosery

Ascent Wealth Partners, LLC: FIX position timeline

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

Ascent Wealth Partners, LLC held 2,767 FIX 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 2,767 shares
    Change vs previous 13F +1,267 shares

    0.55% of the 13F portfolio, value $5,484,056.

    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 1,500 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,068,485.

    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).