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Disclosery

Ascent Wealth Partners, LLC: IVE position timeline

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

Ascent Wealth Partners, LLC held 26,537 IVE 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 26,537 shares
    Change vs previous 13F +424 shares

    0.6% of the 13F portfolio, value $6,025,491.

    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 26,113 shares
    Change vs previous 13F +3,587 shares

    0.64% of the 13F portfolio, value $5,513,760.

    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 22,526 shares
    Change vs previous 13F +266 shares

    0.55% of the 13F portfolio, value $4,777,089.

    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 22,260 shares
    Change vs previous 13F +1,191 shares

    0.53% of the 13F portfolio, value $4,596,913.

    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 21,069 shares
    Change vs previous 13F +417 shares

    0.51% of the 13F portfolio, value $4,117,304.

    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 20,652 shares
    Change vs previous 13F +1,019 shares

    0.53% of the 13F portfolio, value $3,935,858.

    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 19,633 shares
    Change vs previous 13F +2,716 shares

    0.51% of the 13F portfolio, value $3,747,547.

    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 16,917 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,335,525.

    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).