Ascent Wealth Partners, LLC: PWR position timeline

Ascent Wealth Partners, LLC held 14,522 PWR 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 14,522 shares

   Change vs previous 13F +207 shares

   1.05% of the 13F portfolio, value $10,456,421.

   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 14,315 shares

   Change vs previous 13F +600 shares

   0.91% of the 13F portfolio, value $7,859,221.

   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 13,715 shares

   Change vs previous 13F -215 shares

   0.67% of the 13F portfolio, value $5,788,553.

   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 13,930 shares

   Change vs previous 13F -4,721 shares

   0.67% of the 13F portfolio, value $5,772,871.

   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 18,651 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $7,051,570.

   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).