Ascent Wealth Partners, LLC: PPL position timeline

Ascent Wealth Partners, LLC held 207,026 PPL 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 207,026 shares

   Change vs previous 13F +5,479 shares

   0.75% of the 13F portfolio, value $7,525,395.

   13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 201,547 shares

   Change vs previous 13F +96,371 shares

   0.89% of the 13F portfolio, value $7,699,095.

   13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 105,176 shares

   Change vs previous 13F -4,815 shares

   0.42% of the 13F portfolio, value $3,683,264.

   13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 109,991 shares

   Change vs previous 13F -96 shares

   0.47% of the 13F portfolio, value $4,087,266.

   13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 110,087 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $3,730,848.

   13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).