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Disclosery

Ascent Wealth Partners, LLC: MDY position timeline

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

Ascent Wealth Partners, LLC held 43,120 MDY 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 43,120 shares
    Change vs previous 13F +1,588 shares

    3.03% of the 13F portfolio, value $30,328,021.

    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 41,532 shares
    Change vs previous 13F -22,796 shares

    2.98% of the 13F portfolio, value $25,615,276.

    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 64,328 shares
    Change vs previous 13F +696 shares

    4.47% of the 13F portfolio, value $38,807,796.

    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 63,632 shares
    Change vs previous 13F +1,819 shares

    4.4% of the 13F portfolio, value $37,926,581.

    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 61,813 shares
    Change vs previous 13F +503 shares

    4.32% of the 13F portfolio, value $35,015,828.

    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 61,310 shares
    Change vs previous 13F +1,847 shares

    4.39% of the 13F portfolio, value $32,707,659.

    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 59,463 shares
    Change vs previous 13F +25 shares

    4.57% of the 13F portfolio, value $33,868,936.

    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 59,438 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $33,859,451.

    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).