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Disclosery

Ascent Wealth Partners, LLC: WMT position timeline

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

Ascent Wealth Partners, LLC held 131,736 WMT 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 131,736 shares
    Change vs previous 13F +6,095 shares

    1.49% of the 13F portfolio, value $14,920,419.

    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 125,641 shares
    Change vs previous 13F +2,269 shares

    1.81% of the 13F portfolio, value $15,614,663.

    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 123,372 shares
    Change vs previous 13F -1,901 shares

    1.58% of the 13F portfolio, value $13,744,875.

    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 125,273 shares
    Change vs previous 13F -424 shares

    1.5% of the 13F portfolio, value $12,910,635.

    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 125,697 shares
    Change vs previous 13F -3,660 shares

    1.52% of the 13F portfolio, value $12,290,653.

    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 129,357 shares
    Change vs previous 13F +5,178 shares

    1.52% of the 13F portfolio, value $11,356,251.

    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 124,179 shares
    Change vs previous 13F -238 shares

    1.51% of the 13F portfolio, value $11,219,573.

    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 124,417 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $10,046,673.

    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).