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Disclosery

Ascent Wealth Partners, LLC: V position timeline

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

Ascent Wealth Partners, LLC held 29,176 V 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 29,176 shares
    Change vs previous 13F +557 shares

    1% of the 13F portfolio, value $10,009,994.

    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 28,619 shares
    Change vs previous 13F +1,608 shares

    1.01% of the 13F portfolio, value $8,649,807.

    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 27,011 shares
    Change vs previous 13F -211 shares

    1.09% of the 13F portfolio, value $9,473,028.

    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 27,222 shares
    Change vs previous 13F +127 shares

    1.08% of the 13F portfolio, value $9,293,046.

    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 27,095 shares
    Change vs previous 13F -285 shares

    1.19% of the 13F portfolio, value $9,620,080.

    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 27,380 shares
    Change vs previous 13F +676 shares

    1.29% of the 13F portfolio, value $9,595,595.

    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 26,704 shares
    Change vs previous 13F +988 shares

    1.14% of the 13F portfolio, value $8,439,532.

    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 25,716 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $7,070,614.

    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).