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Disclosery

Ascent Wealth Partners, LLC: PANW position timeline

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

Ascent Wealth Partners, LLC held 42,881 PANW 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 42,881 shares
    Change vs previous 13F +579 shares

    1.46% of the 13F portfolio, value $14,623,279.

    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 42,302 shares
    Change vs previous 13F +1,872 shares

    0.79% of the 13F portfolio, value $6,781,857.

    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 40,430 shares
    Change vs previous 13F +527 shares

    0.86% of the 13F portfolio, value $7,447,206.

    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 39,903 shares
    Change vs previous 13F +228 shares

    0.94% of the 13F portfolio, value $8,125,049.

    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 39,675 shares
    Change vs previous 13F +235 shares

    1% of the 13F portfolio, value $8,119,092.

    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 39,440 shares
    Change vs previous 13F -12,540 shares

    0.9% of the 13F portfolio, value $6,730,042.

    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 51,980 shares
    Change vs previous 13F +25,896 shares

    1.28% of the 13F portfolio, value $9,458,281.

    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 26,084 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $8,915,511.

    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).