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Disclosery

Ascent Wealth Partners, LLC: QS position timeline

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

Ascent Wealth Partners, LLC held 20,400 QS 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 20,400 shares
    Change vs previous 13F +1,661 shares

    0.02% of the 13F portfolio, value $154,224.

    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 18,739 shares
    Change vs previous 13F +3,232 shares

    0.01% of the 13F portfolio, value $119,555.

    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 15,507 shares
    Change vs previous 13F +2,296 shares

    0.02% of the 13F portfolio, value $161,583.

    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 13,211 shares
    Change vs previous 13F +1,633 shares

    0.02% of the 13F portfolio, value $162,760.

    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 11,578 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $77,804.

    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).