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Disclosery

Ascent Wealth Partners, LLC: IQLT position timeline

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

Ascent Wealth Partners, LLC held 483,164 IQLT 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 483,164 shares
    Change vs previous 13F +25,529 shares

    2.39% of the 13F portfolio, value $23,940,753.

    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 457,635 shares
    Change vs previous 13F +36,991 shares

    2.46% of the 13F portfolio, value $21,156,481.

    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 420,644 shares
    Change vs previous 13F +6,142 shares

    2.2% of the 13F portfolio, value $19,118,284.

    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 414,502 shares
    Change vs previous 13F +19,821 shares

    2.12% of the 13F portfolio, value $18,316,829.

    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 394,681 shares
    Change vs previous 13F -109,658 shares

    2.1% of the 13F portfolio, value $17,058,099.

    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 504,339 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $20,017,210.

    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).