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Ascent Wealth Partners, LLCGrowthConcentrated trader

CIK: 0001546865 | NEW HARTFORD, NY

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR218$1.0B2026-10-23SEC ↗
Q2 2026
13F-HR200$1.0B2026-07-31SEC ↗
Q1 2026
13F-HR188$860.3M2026-05-06SEC ↗
Q4 2025
13F-HR183$869.0M2026-02-02SEC ↗
Q3 2025
13F-HR182$862.1M2025-10-21SEC ↗
Q2 2025
13F-HR175$810.4M2025-08-12SEC ↗
Q1 2025
13F-HR166$745.6M2025-05-02SEC ↗
Q4 2024
13F-HR164$741.6M2025-02-04SEC ↗
Q3 2024
13F-HR152$717.7M2024-10-31SEC ↗
Q2 2024
13F-HR157$682.9M2024-07-31SEC ↗
Q1 2024
13F-HR159$673.5M2024-05-01SEC ↗
Q4 2023
13F-HR157$612.4M2024-01-22SEC ↗
Q3 2023
13F-HR160$542.9M2023-10-20SEC ↗
Q2 2023
13F-HR157$567.7M2023-08-04SEC ↗
Q1 2023
13F-HR147$497.6M2023-04-25SEC ↗
Q4 2022
13F-HR141$465.1M2023-02-02SEC ↗
Q3 2022
13F-HR131$21.8M2022-11-14SEC ↗
Q2 2022
13F-HR134$18.4M2022-08-10SEC ↗
Q1 2022
13F-HR147$17.4M2022-05-02SEC ↗
Q4 2021
13F-HR145$21.5M2022-01-27SEC ↗
Q3 2021
13F-HR148$19.4M2021-11-01SEC ↗
Q2 2021
13F-HR148$20.0M2021-07-30SEC ↗
Q1 2021
13F-HR121$17.9M2021-04-26SEC ↗
Q4 2020
13F-HR116$18.3M2021-02-02SEC ↗
Q3 2020
13F-HR111$14.4M2020-10-22SEC ↗
Q2 2020
13F-HR107$14.7M2020-07-21SEC ↗
Q1 2020
13F-HR107$11.5M2020-04-29SEC ↗
Q4 2019
13F-HR118$16.7M2020-01-29SEC ↗
Q3 2019
13F-HR117$10.6M2019-10-22SEC ↗
Q2 2019
13F-HR118$10.9M2019-07-30SEC ↗
Q1 2019
13F-HR138$10.8M2019-05-13SEC ↗
Q4 2018
13F-HR118$8.9M2019-02-13SEC ↗
Q3 2018
13F-HR124$14.2M2019-08-21SEC ↗
Q2 2018
13F-HR122$12.6M2019-08-21SEC ↗
Q1 2018
13F-HR121$11.8M2019-08-21SEC ↗
Q4 2017
13F-HR118$11.2M2019-08-21SEC ↗
Q3 2017
13F-HR119$10.2M2019-08-21SEC ↗
Q2 2017
13F-HR120$8.4M2019-08-21SEC ↗
Q1 2017
13F-HR120$7.4M2019-08-21SEC ↗
Q4 2016
13F-HR114$4.7M2019-08-21SEC ↗
Q3 2016
13F-HR116$4.2M2019-08-21SEC ↗
Q2 2016
13F-HR115$4.1M2019-08-21SEC ↗
Q1 2016
13F-HR108$3.7M2019-08-21SEC ↗
Q4 2015
13F-HR105$5.0M2019-08-21SEC ↗
Q3 2015
13F-HR105$4.1M2019-08-21SEC ↗
Q2 2015
13F-HR115$5.2M2019-08-21SEC ↗
Q1 2015
13F-HR113$4.8M2019-08-21SEC ↗
Q4 2014
13F-HR110$5.1M2019-08-21SEC ↗
Q3 2014
13F-HR102$4.8M2019-08-21SEC ↗
Q2 2014
13F-HR104$5.2M2019-08-21SEC ↗
Q1 2014
13F-HR100$4.5M2019-08-22SEC ↗
Q4 2013
13F-HR98$4.4M2019-08-22SEC ↗