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Disclosery

Ascent Wealth Partners, LLC: TIP position timeline

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

Ascent Wealth Partners, LLC held 17,183 TIP 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 17,183 shares
    Change vs previous 13F -1,194 shares

    0.19% of the 13F portfolio, value $1,880,336.

    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 18,377 shares
    Change vs previous 13F -2,152 shares

    0.24% of the 13F portfolio, value $2,028,086.

    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 20,529 shares
    Change vs previous 13F -770 shares

    0.26% of the 13F portfolio, value $2,256,342.

    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 21,299 shares
    Change vs previous 13F -547 shares

    0.27% of the 13F portfolio, value $2,368,875.

    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 21,846 shares
    Change vs previous 13F -2,073 shares

    0.3% of the 13F portfolio, value $2,403,934.

    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 23,919 shares
    Change vs previous 13F -2,733 shares

    0.36% of the 13F portfolio, value $2,657,162.

    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 26,652 shares
    Change vs previous 13F -106 shares

    0.38% of the 13F portfolio, value $2,839,771.

    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 26,758 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,955,956.

    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).