Number of Shares
4,533
Previous 4,087 10.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
N/A
446 Added 10.91%
4,533 $0
Q2 2025

Aug 12, 2025

BUY
N/A
4,087 New
4,087 $0
Track This Portfolio

Track Ascent Wealth Partners, LLC Portfolio

Follow Ascent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ascent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Wealth Partners, LLC with notifications on news.