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Disclosery

Ascent Wealth Partners, LLC: ROP position timeline

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

Ascent Wealth Partners, LLC held 1,025 ROP 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 1,025 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $346,850.

    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 1,025 shares
    Change vs previous 13F -12,175 shares

    0.04% of the 13F portfolio, value $362,707.

    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 13,200 shares
    Change vs previous 13F -822 shares

    0.68% of the 13F portfolio, value $5,875,716.

    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 14,022 shares
    Change vs previous 13F -195 shares

    0.81% of the 13F portfolio, value $6,992,631.

    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 14,217 shares
    Change vs previous 13F -1,384 shares

    0.99% of the 13F portfolio, value $8,058,764.

    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 15,601 shares
    Change vs previous 13F +1,547 shares

    1.21% of the 13F portfolio, value $9,006,933.

    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 14,054 shares
    Change vs previous 13F +75 shares

    0.99% of the 13F portfolio, value $7,305,972.

    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 13,979 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,778,475.

    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).