Skip to content
Disclosery

Ascent Wealth Partners, LLC: GS position timeline

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

Ascent Wealth Partners, LLC held 7,728 GS 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 7,728 shares
    Change vs previous 13F +210 shares

    0.78% of the 13F portfolio, value $7,815,670.

    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 7,518 shares
    Change vs previous 13F +340 shares

    0.74% of the 13F portfolio, value $6,359,890.

    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 7,178 shares
    Change vs previous 13F +55 shares

    0.73% of the 13F portfolio, value $6,309,061.

    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 7,123 shares
    Change vs previous 13F +3 shares

    0.66% of the 13F portfolio, value $5,672,741.

    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 7,120 shares
    Change vs previous 13F -70 shares

    0.62% of the 13F portfolio, value $5,039,391.

    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 7,190 shares
    Change vs previous 13F +235 shares

    0.53% of the 13F portfolio, value $3,927,927.

    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 6,955 shares
    Change vs previous 13F -33 shares

    0.54% of the 13F portfolio, value $3,982,598.

    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 6,988 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,459,785.

    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).