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Disclosery

Ascent Wealth Partners, LLC: PSA position timeline

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

Ascent Wealth Partners, LLC held 4,030 PSA 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 4,030 shares
    Change vs previous 13F +118 shares

    0.13% of the 13F portfolio, value $1,282,789.

    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 3,912 shares
    Change vs previous 13F +259 shares

    0.12% of the 13F portfolio, value $1,059,683.

    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 3,653 shares
    Change vs previous 13F -120 shares

    0.11% of the 13F portfolio, value $947,954.

    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 3,773 shares
    Change vs previous 13F -185 shares

    0.13% of the 13F portfolio, value $1,089,831.

    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 3,958 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,161,356.

    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).