Current Market Value 810,379,380
Current Holdings 174
Most Recent File Date 2025-08-12
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Ascent Wealth Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 174 810,379
2025-05-02 2025-03-31 13F-HR 166 745,613
2025-02-04 2024-12-31 13F-HR 164 741,639
2024-10-31 2024-09-30 13F-HR 152 717,672
2024-07-31 2024-06-30 13F-HR 157 682,928
2024-05-01 2024-03-31 13F-HR 159 673,532
2024-01-22 2023-12-31 13F-HR 157 612,407
2023-10-20 2023-09-30 13F-HR 160 542,929
2023-08-04 2023-06-30 13F-HR 157 567,662
2023-04-25 2023-03-31 13F-HR 147 497,618
2023-02-02 2022-12-31 13F-HR 141 465,065
2022-11-14 2022-09-30 13F-HR 131 419,721
2022-08-10 2022-06-30 13F-HR 134 444,616
2022-05-02 2022-03-31 13F-HR 147 534,925
2022-01-27 2021-12-31 13F-HR 145 561,682
2021-11-01 2021-09-30 13F-HR 148 522,686
2021-07-30 2021-06-30 13F-HR 148 524,213
2021-04-26 2021-03-31 13F-HR 121 460,650
2021-02-02 2020-12-31 13F-HR 116 449,581
2020-10-22 2020-09-30 13F-HR 111 391,110
2020-07-21 2020-06-30 13F-HR 107 344,618
2020-04-29 2020-03-31 13F-HR 107 273,385
2020-01-29 2019-12-31 13F-HR 118 351,675
2019-10-22 2019-09-30 13F-HR 117 326,650
2019-07-30 2019-06-30 13F-HR 118 323,643
2019-05-13 2019-03-31 13F-HR 138 307,167
2019-02-13 2018-12-31 13F-HR 118 255,962
2019-08-21 2018-09-30 13F-HR 124 313,498
2019-08-21 2018-06-30 13F-HR 122 284,300
2019-08-21 2018-03-31 13F-HR 121 275,094
2019-08-21 2017-12-31 13F-HR 118 268,579
2019-08-21 2017-09-30 13F-HR 119 249,773
2019-08-21 2017-06-30 13F-HR 120 232,512
2019-08-21 2017-03-31 13F-HR 120 221,603
2019-08-21 2016-12-31 13F-HR 114 203,872
2019-08-21 2016-09-30 13F-HR 116 197,783
2019-08-21 2016-06-30 13F-HR 115 193,092
2019-08-21 2016-03-31 13F-HR 108 186,248
2019-08-21 2015-12-31 13F-HR 105 179,234
2019-08-21 2015-09-30 13F-HR 105 167,515
2019-08-21 2015-06-30 13F-HR 115 181,794
2019-08-21 2015-03-31 13F-HR 113 182,820
2019-08-21 2014-12-31 13F-HR 110 170,294
2019-08-21 2014-09-30 13F-HR 102 157,427
2019-08-21 2014-06-30 13F-HR 104 158,271
2019-08-22 2014-03-31 13F-HR 100 145,781
2019-08-22 2013-12-31 13F-HR 98 141,066