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Disclosery

Ascent Wealth Partners, LLC: IWF position timeline

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

Ascent Wealth Partners, LLC held 470,096 IWF 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 470,096 shares
    Change vs previous 13F +354,238 shares

    5.84% of the 13F portfolio, value $58,371,820.

    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 115,858 shares
    Change vs previous 13F -40,980 shares

    5.74% of the 13F portfolio, value $49,401,851.

    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 156,838 shares
    Change vs previous 13F -3,564 shares

    8.54% of the 13F portfolio, value $74,231,425.

    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 160,402 shares
    Change vs previous 13F -1,552 shares

    8.72% of the 13F portfolio, value $75,133,901.

    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 161,954 shares
    Change vs previous 13F -5,227 shares

    8.49% of the 13F portfolio, value $68,762,429.

    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 167,181 shares
    Change vs previous 13F +5,229 shares

    8.1% of the 13F portfolio, value $60,367,387.

    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 161,952 shares
    Change vs previous 13F -5,125 shares

    8.77% of the 13F portfolio, value $65,036,684.

    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 167,077 shares
    Change vs previous 13F not available

    8.74% of the 13F portfolio, value $62,717,364.

    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).