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Disclosery

Ascent Wealth Partners, LLC: PFEB position timeline

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

Ascent Wealth Partners, LLC held 75,016 PFEB 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 75,016 shares
    Change vs previous 13F -13,765 shares

    0.32% of the 13F portfolio, value $3,230,189.

    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 88,781 shares
    Change vs previous 13F +5,176 shares

    0.41% of the 13F portfolio, value $3,560,118.

    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 83,605 shares
    Change vs previous 13F -3,065 shares

    0.39% of the 13F portfolio, value $3,404,304.

    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 86,670 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $3,439,932.

    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 86,670 shares
    Change vs previous 13F +17,310 shares

    0.41% of the 13F portfolio, value $3,294,327.

    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 69,360 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,484,475.

    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).