Ascent Wealth Partners, LLC: VTEB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Wealth Partners, LLC on VTEB, newest first. How the timeline and the estimate are built.
Ascent Wealth Partners, LLC held 15,276 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 15,276 sharesChange vs previous 13F +299 shares
0.08% of the 13F portfolio, value $772,660.
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 14,977 sharesChange vs previous 13F +443 shares
0.09% of the 13F portfolio, value $747,203.
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 14,534 sharesChange vs previous 13F +690 shares
0.08% of the 13F portfolio, value $730,915.
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 13,844 sharesChange vs previous 13F +3,818 shares
0.08% of the 13F portfolio, value $693,169.
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 10,026 sharesChange vs previous 13F -9 shares
0.06% of the 13F portfolio, value $491,575.
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 10,035 sharesChange vs previous 13F +268 shares
0.07% of the 13F portfolio, value $497,937.
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 9,767 sharesChange vs previous 13F +881 shares
0.07% of the 13F portfolio, value $489,620.
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 8,886 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $454,252.
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).