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Disclosery

Ascent Wealth Partners, LLC: MSCI position timeline

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

Ascent Wealth Partners, LLC held 862 MSCI 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 862 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $482,754.

    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 862 shares
    Change vs previous 13F -12,147 shares

    0.05% of the 13F portfolio, value $464,627.

    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 13,009 shares
    Change vs previous 13F -328 shares

    0.86% of the 13F portfolio, value $7,463,654.

    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 13,337 shares
    Change vs previous 13F -169 shares

    0.88% of the 13F portfolio, value $7,567,547.

    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 13,506 shares
    Change vs previous 13F -596 shares

    0.96% of the 13F portfolio, value $7,789,450.

    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 14,102 shares
    Change vs previous 13F +712 shares

    1.07% of the 13F portfolio, value $7,974,681.

    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 13,390 shares
    Change vs previous 13F -59 shares

    1.08% of the 13F portfolio, value $8,034,134.

    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 13,449 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $7,839,826.

    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).