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Disclosery

Ascent Wealth Partners, LLC: ROK position timeline

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

Ascent Wealth Partners, LLC held 15,133 ROK 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 15,133 shares
    Change vs previous 13F +507 shares

    0.75% of the 13F portfolio, value $7,492,046.

    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 14,626 shares
    Change vs previous 13F +763 shares

    0.61% of the 13F portfolio, value $5,248,979.

    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 13,863 shares
    Change vs previous 13F -310 shares

    0.62% of the 13F portfolio, value $5,393,677.

    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 14,173 shares
    Change vs previous 13F +922 shares

    0.57% of the 13F portfolio, value $4,953,889.

    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 13,251 shares
    Change vs previous 13F -3,840 shares

    0.54% of the 13F portfolio, value $4,401,585.

    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 17,091 shares
    Change vs previous 13F +421 shares

    0.59% of the 13F portfolio, value $4,415,973.

    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 16,670 shares
    Change vs previous 13F -48 shares

    0.64% of the 13F portfolio, value $4,764,119.

    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 16,718 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,488,114.

    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).