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Disclosery

Ascent Wealth Partners, LLC: RSP position timeline

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

Ascent Wealth Partners, LLC held 124,512 RSP 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 124,512 shares
    Change vs previous 13F +9,778 shares

    2.65% of the 13F portfolio, value $26,492,418.

    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 114,734 shares
    Change vs previous 13F +12,851 shares

    2.56% of the 13F portfolio, value $22,019,749.

    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 101,883 shares
    Change vs previous 13F +2,109 shares

    2.25% of the 13F portfolio, value $19,516,707.

    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 99,774 shares
    Change vs previous 13F +4,112 shares

    2.2% of the 13F portfolio, value $18,927,128.

    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 95,662 shares
    Change vs previous 13F +2,901 shares

    2.15% of the 13F portfolio, value $17,385,612.

    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 92,761 shares
    Change vs previous 13F +3,528 shares

    2.16% of the 13F portfolio, value $16,068,988.

    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 89,233 shares
    Change vs previous 13F +5,523 shares

    2.11% of the 13F portfolio, value $15,636,299.

    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 83,710 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $14,997,484.

    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).