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Disclosery

Ascent Wealth Partners, LLC: IVW position timeline

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

Ascent Wealth Partners, LLC held 53,653 IVW 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 53,653 shares
    Change vs previous 13F +332 shares

    0.74% of the 13F portfolio, value $7,378,897.

    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 53,321 shares
    Change vs previous 13F -4,305 shares

    0.7% of the 13F portfolio, value $6,031,138.

    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 57,626 shares
    Change vs previous 13F -1,141 shares

    0.82% of the 13F portfolio, value $7,102,981.

    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 58,767 shares
    Change vs previous 13F -1,636 shares

    0.82% of the 13F portfolio, value $7,094,352.

    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 60,403 shares
    Change vs previous 13F +488 shares

    0.82% of the 13F portfolio, value $6,650,370.

    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 59,915 shares
    Change vs previous 13F +1,277 shares

    0.75% of the 13F portfolio, value $5,561,909.

    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 58,638 shares
    Change vs previous 13F -9,792 shares

    0.8% of the 13F portfolio, value $5,953,516.

    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 68,430 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $6,552,173.

    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).