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Disclosery

Ascent Wealth Partners, LLC: RMD position timeline

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

Ascent Wealth Partners, LLC held 14,640 RMD 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 14,640 shares
    Change vs previous 13F +505 shares

    0.29% of the 13F portfolio, value $2,853,043.

    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 14,135 shares
    Change vs previous 13F +624 shares

    0.37% of the 13F portfolio, value $3,173,025.

    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 13,511 shares
    Change vs previous 13F +213 shares

    0.37% of the 13F portfolio, value $3,254,395.

    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 13,298 shares
    Change vs previous 13F +163 shares

    0.42% of the 13F portfolio, value $3,640,062.

    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 13,135 shares
    Change vs previous 13F -151 shares

    0.42% of the 13F portfolio, value $3,388,830.

    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 13,286 shares
    Change vs previous 13F +408 shares

    0.4% of the 13F portfolio, value $2,974,071.

    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 12,878 shares
    Change vs previous 13F -40 shares

    0.4% of the 13F portfolio, value $2,945,070.

    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).

  8. period ended2024-09-30
    13F 12,918 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,153,542.

    13F-HR 0001546865-24-000008 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).