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Disclosery

Ascent Wealth Partners, LLC: IWD position timeline

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

Ascent Wealth Partners, LLC held 13,565 IWD 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 13,565 shares
    Change vs previous 13F +36 shares

    0.33% of the 13F portfolio, value $3,288,563.

    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 13,529 shares
    Change vs previous 13F -204 shares

    0.34% of the 13F portfolio, value $2,890,741.

    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 13,733 shares
    Change vs previous 13F -434 shares

    0.33% of the 13F portfolio, value $2,888,599.

    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 14,167 shares
    Change vs previous 13F -299 shares

    0.33% of the 13F portfolio, value $2,884,260.

    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 14,466 shares
    Change vs previous 13F +231 shares

    0.35% of the 13F portfolio, value $2,809,731.

    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 14,235 shares
    Change vs previous 13F -45 shares

    0.36% of the 13F portfolio, value $2,678,458.

    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 14,280 shares
    Change vs previous 13F +1,063 shares

    0.36% of the 13F portfolio, value $2,643,656.

    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 13,217 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,508,587.

    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).