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Disclosery

Ascent Wealth Partners, LLC: META position timeline

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

Ascent Wealth Partners, LLC held 20,700 META 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 20,700 shares
    Change vs previous 13F +4,987 shares

    1.17% of the 13F portfolio, value $11,660,105.

    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 15,713 shares
    Change vs previous 13F +539 shares

    1.04% of the 13F portfolio, value $8,989,880.

    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 15,174 shares
    Change vs previous 13F -111 shares

    1.15% of the 13F portfolio, value $10,016,207.

    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 15,285 shares
    Change vs previous 13F -168 shares

    1.3% of the 13F portfolio, value $11,224,999.

    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 15,453 shares
    Change vs previous 13F -771 shares

    1.41% of the 13F portfolio, value $11,405,705.

    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 16,224 shares
    Change vs previous 13F +654 shares

    1.25% of the 13F portfolio, value $9,350,865.

    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 15,570 shares
    Change vs previous 13F +7 shares

    1.23% of the 13F portfolio, value $9,116,391.

    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 15,563 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $8,908,884.

    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).