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Disclosery

Ascent Wealth Partners, LLC: MA position timeline

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

Ascent Wealth Partners, LLC held 16,782 MA 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 16,782 shares
    Change vs previous 13F +443 shares

    0.86% of the 13F portfolio, value $8,619,235.

    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 16,339 shares
    Change vs previous 13F +265 shares

    0.95% of the 13F portfolio, value $8,163,945.

    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 16,074 shares
    Change vs previous 13F +2,551 shares

    1.06% of the 13F portfolio, value $9,176,325.

    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 13,523 shares
    Change vs previous 13F -107 shares

    0.89% of the 13F portfolio, value $7,692,018.

    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 13,630 shares
    Change vs previous 13F +2,358 shares

    0.95% of the 13F portfolio, value $7,659,242.

    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 11,272 shares
    Change vs previous 13F +670 shares

    0.83% of the 13F portfolio, value $6,178,409.

    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 10,602 shares
    Change vs previous 13F +692 shares

    0.75% of the 13F portfolio, value $5,582,695.

    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 9,910 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,893,558.

    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).