Skip to content
Disclosery

Ascent Wealth Partners, LLC: PLTR position timeline

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

Ascent Wealth Partners, LLC held 37,646 PLTR 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 37,646 shares
    Change vs previous 13F +13,288 shares

    0.44% of the 13F portfolio, value $4,392,159.

    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 24,358 shares
    Change vs previous 13F +1,006 shares

    0.41% of the 13F portfolio, value $3,563,088.

    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 23,352 shares
    Change vs previous 13F +136 shares

    0.48% of the 13F portfolio, value $4,150,818.

    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 23,216 shares
    Change vs previous 13F -10,704 shares

    0.49% of the 13F portfolio, value $4,235,063.

    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 33,920 shares
    Change vs previous 13F -206 shares

    0.57% of the 13F portfolio, value $4,623,974.

    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 34,126 shares
    Change vs previous 13F +30,734 shares

    0.39% of the 13F portfolio, value $2,880,234.

    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 3,392 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $256,537.

    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).