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Disclosery

Ascent Wealth Partners, LLC: SPY position timeline

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

Ascent Wealth Partners, LLC held 14,094 SPY 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 14,094 shares
    Change vs previous 13F -1,041 shares

    1.05% of the 13F portfolio, value $10,525,053.

    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 15,135 shares
    Change vs previous 13F -4,625 shares

    1.14% of the 13F portfolio, value $9,842,896.

    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 19,760 shares
    Change vs previous 13F +4,643 shares

    1.55% of the 13F portfolio, value $13,474,739.

    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 15,117 shares
    Change vs previous 13F -2,209 shares

    1.17% of the 13F portfolio, value $10,070,643.

    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 17,326 shares
    Change vs previous 13F +10,889 shares

    1.32% of the 13F portfolio, value $10,704,869.

    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 6,437 shares
    Change vs previous 13F +874 shares

    0.48% of the 13F portfolio, value $3,600,793.

    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 5,563 shares
    Change vs previous 13F -53 shares

    0.44% of the 13F portfolio, value $3,260,363.

    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 5,616 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,222,236.

    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).