Ascent Wealth Partners, LLC: SCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Wealth Partners, LLC on SCI, newest first. How the timeline and the estimate are built.
Ascent Wealth Partners, LLC held 6,898 SCI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 6,898 sharesChange vs previous 13F -350 shares
0.05% of the 13F portfolio, value $523,972.
13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,248 sharesChange vs previous 13F -345 shares
0.07% of the 13F portfolio, value $598,032.
13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,593 sharesChange vs previous 13F -305 shares
0.07% of the 13F portfolio, value $592,026.
13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,898 sharesChange vs previous 13F -450 shares
0.08% of the 13F portfolio, value $657,272.
13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,348 sharesChange vs previous 13F -250 shares
0.08% of the 13F portfolio, value $679,527.
13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,598 sharesChange vs previous 13F -200 shares
0.09% of the 13F portfolio, value $689,560.
13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,798 sharesChange vs previous 13F -150 shares
0.09% of the 13F portfolio, value $702,256.
13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,948 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $706,266.
13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).