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Disclosery

Ascent Wealth Partners, LLC: PJAN position timeline

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

Ascent Wealth Partners, LLC held 79,642 PJAN 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 79,642 shares
    Change vs previous 13F -155,202 shares

    0.39% of the 13F portfolio, value $3,941,483.

    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 234,844 shares
    Change vs previous 13F -330 shares

    1.26% of the 13F portfolio, value $10,833,354.

    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 235,174 shares
    Change vs previous 13F -7,230 shares

    1.27% of the 13F portfolio, value $11,057,881.

    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 242,404 shares
    Change vs previous 13F -766 shares

    1.29% of the 13F portfolio, value $11,100,891.

    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 243,170 shares
    Change vs previous 13F -1,705 shares

    1.32% of the 13F portfolio, value $10,711,639.

    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 244,875 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $10,154,966.

    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).