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Disclosery

Ascent Wealth Partners, LLC: PFE position timeline

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

Ascent Wealth Partners, LLC held 89,916 PFE 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 89,916 shares
    Change vs previous 13F +3,363 shares

    0.22% of the 13F portfolio, value $2,165,177.

    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 86,553 shares
    Change vs previous 13F +2,376 shares

    0.28% of the 13F portfolio, value $2,430,408.

    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 84,177 shares
    Change vs previous 13F +17,937 shares

    0.24% of the 13F portfolio, value $2,096,007.

    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 66,240 shares
    Change vs previous 13F +5,143 shares

    0.2% of the 13F portfolio, value $1,687,795.

    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 61,097 shares
    Change vs previous 13F -15,530 shares

    0.18% of the 13F portfolio, value $1,480,991.

    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 76,627 shares
    Change vs previous 13F +1,039 shares

    0.26% of the 13F portfolio, value $1,941,728.

    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 75,588 shares
    Change vs previous 13F +734 shares

    0.27% of the 13F portfolio, value $2,005,350.

    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 74,854 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,166,275.

    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).