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Disclosery

Ascent Wealth Partners, LLC: HD position timeline

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

Ascent Wealth Partners, LLC held 27,469 HD 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 27,469 shares
    Change vs previous 13F +909 shares

    0.97% of the 13F portfolio, value $9,687,874.

    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 26,560 shares
    Change vs previous 13F +444 shares

    1.02% of the 13F portfolio, value $8,735,336.

    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 26,116 shares
    Change vs previous 13F -334 shares

    1.03% of the 13F portfolio, value $8,986,446.

    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 26,450 shares
    Change vs previous 13F -174 shares

    1.24% of the 13F portfolio, value $10,717,103.

    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 26,624 shares
    Change vs previous 13F -1,882 shares

    1.2% of the 13F portfolio, value $9,761,563.

    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 28,506 shares
    Change vs previous 13F +2,210 shares

    1.4% of the 13F portfolio, value $10,447,218.

    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 26,296 shares
    Change vs previous 13F -14 shares

    1.38% of the 13F portfolio, value $10,228,853.

    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 26,310 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $10,660,706.

    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).