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Disclosery

Ascent Wealth Partners, LLC: MSFT position timeline

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

Ascent Wealth Partners, LLC held 60,904 MSFT 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 60,904 shares
    Change vs previous 13F +11,654 shares

    2.27% of the 13F portfolio, value $22,718,541.

    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 49,250 shares
    Change vs previous 13F +1,367 shares

    2.12% of the 13F portfolio, value $18,231,000.

    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 47,883 shares
    Change vs previous 13F +215 shares

    2.66% of the 13F portfolio, value $23,157,341.

    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 47,668 shares
    Change vs previous 13F -228 shares

    2.86% of the 13F portfolio, value $24,689,816.

    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 47,896 shares
    Change vs previous 13F -4,647 shares

    2.94% of the 13F portfolio, value $23,824,118.

    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 52,543 shares
    Change vs previous 13F +4,956 shares

    2.65% of the 13F portfolio, value $19,724,244.

    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 47,587 shares
    Change vs previous 13F +2,794 shares

    2.7% of the 13F portfolio, value $20,058,063.

    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 44,793 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $19,274,573.

    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).