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Disclosery

Ascent Wealth Partners, LLC: PDEC position timeline

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

Ascent Wealth Partners, LLC held 31,751 PDEC 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 31,751 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,457,053.

    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 31,751 shares
    Change vs previous 13F -1,160 shares

    0.16% of the 13F portfolio, value $1,349,418.

    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 32,911 shares
    Change vs previous 13F +4,175 shares

    0.16% of the 13F portfolio, value $1,427,679.

    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 28,736 shares
    Change vs previous 13F -265 shares

    0.14% of the 13F portfolio, value $1,207,487.

    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 29,001 shares
    Change vs previous 13F +3,965 shares

    0.14% of the 13F portfolio, value $1,160,330.

    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 25,036 shares
    Change vs previous 13F +4,231 shares

    0.13% of the 13F portfolio, value $941,354.

    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 20,805 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $799,328.

    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).