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Disclosery

Ascent Wealth Partners, LLC: NBIS position timeline

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

Ascent Wealth Partners, LLC held 4,606 NBIS 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 4,606 shares
    Change vs previous 13F -1,238 shares

    0.13% of the 13F portfolio, value $1,272,039.

    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 5,844 shares
    Change vs previous 13F +615 shares

    0.07% of the 13F portfolio, value $606,373.

    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 5,229 shares
    Change vs previous 13F +696 shares

    0.05% of the 13F portfolio, value $437,694.

    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 4,533 shares
    Change vs previous 13F +446 shares

    0.06% of the 13F portfolio, value $508,920.

    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 4,087 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $226,134.

    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).