Ascent Wealth Partners, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Wealth Partners, LLC on VZ, newest first. How the timeline and the estimate are built.
Ascent Wealth Partners, LLC held 50,447 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 50,447 sharesChange vs previous 13F +1,149 shares
0.21% of the 13F portfolio, value $2,135,926.
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 49,298 sharesChange vs previous 13F +1,259 shares
0.29% of the 13F portfolio, value $2,474,760.
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 48,039 sharesChange vs previous 13F -575 shares
0.23% of the 13F portfolio, value $1,956,628.
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 48,614 sharesChange vs previous 13F -922 shares
0.25% of the 13F portfolio, value $2,136,585.
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 49,536 sharesChange vs previous 13F +9,895 shares
0.26% of the 13F portfolio, value $2,143,423.
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 39,641 sharesChange vs previous 13F +223 shares
0.24% of the 13F portfolio, value $1,798,116.
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 39,418 sharesChange vs previous 13F +401 shares
0.21% of the 13F portfolio, value $1,576,326.
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 39,017 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $1,752,253.
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).