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Disclosery

Ascent Wealth Partners, LLC: VNQ position timeline

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

Ascent Wealth Partners, LLC held 24,018 VNQ 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 24,018 shares
    Change vs previous 13F +341 shares

    0.23% of the 13F portfolio, value $2,316,056.

    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 23,677 shares
    Change vs previous 13F +2,596 shares

    0.24% of the 13F portfolio, value $2,100,150.

    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 21,081 shares
    Change vs previous 13F +934 shares

    0.21% of the 13F portfolio, value $1,865,458.

    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 20,147 shares
    Change vs previous 13F +692 shares

    0.21% of the 13F portfolio, value $1,841,839.

    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 19,455 shares
    Change vs previous 13F +162 shares

    0.21% of the 13F portfolio, value $1,732,662.

    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 19,293 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,746,788.

    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).