Ascent Wealth Partners, LLC

Business address
89 Genesee Street, New Hartford, NY, 13413
Top securities (13F)
IWF, QQQ, AAPL, MDY, MSFT, GOOGL, RSP, IQLT, JPM, GLD, ADP, ABBV, WMT, ABT, NVDA, SYK, META, AMP, PJAN, and ORCL
State of incorporation
NY
Fiscal year end
31 December
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Ascent Wealth Partners, LLC has filed 50 SEC EDGAR filings since 13 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-19148
N-PX Open Document Open Filing 21 Aug 2025 30 Jun 2025 028-19148
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-19148
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-19148
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-19148
13F-HR Open Document Open Filing 31 Oct 2024 30 Sep 2024 028-19148
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-19148
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-19148
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-19148
13F-HR Open Document Open Filing 22 Jan 2024 31 Dec 2023 028-19148
13F-HR Open Document Open Filing 20 Oct 2023 30 Sep 2023 028-19148
13F-HR Open Document Open Filing 04 Aug 2023 30 Jun 2023 028-19148
13F-HR Open Document Open Filing 25 Apr 2023 31 Mar 2023 028-19148
13F-HR Open Document Open Filing 02 Feb 2023 31 Dec 2022 028-19148
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-19148
13F-HR Open Document Open Filing 10 Aug 2022 30 Jun 2022 028-19148
13F-HR Open Document Open Filing 02 May 2022 31 Mar 2022 028-19148
13F-HR Open Document Open Filing 27 Jan 2022 31 Dec 2021 028-19148
13F-HR Open Document Open Filing 01 Nov 2021 30 Sep 2021 028-19148
13F-HR Open Document Open Filing 30 Jul 2021 30 Jun 2021 028-19148
13F-HR Open Document Open Filing 26 Apr 2021 31 Mar 2021 028-19148
13F-HR Open Document Open Filing 02 Feb 2021 31 Dec 2020 028-19148
13F-HR Open Document Open Filing 22 Oct 2020 30 Sep 2020 028-19148
13F-HR Open Document Open Filing 21 Jul 2020 30 Jun 2020 028-19148
13F-HR Open Document Open Filing 29 Apr 2020 31 Mar 2020 028-19148
13F-HR Open Document Open Filing 29 Jan 2020 31 Dec 2019 028-19148
13F-HR Open Document Open Filing 22 Oct 2019 30 Sep 2019 028-19148
13F-HR Open Document Open Filing 22 Aug 2019 31 Dec 2013 028-19148
13F-HR Open Document Open Filing 22 Aug 2019 31 Mar 2014 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Jun 2014 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Sep 2014 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Dec 2014 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Mar 2015 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Jun 2015 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Sep 2015 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Dec 2015 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Mar 2016 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Jun 2016 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Sep 2016 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Dec 2016 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Mar 2017 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Jun 2017 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Sep 2017 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Dec 2017 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 31 Mar 2018 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Jun 2018 028-19148
13F-HR Open Document Open Filing 21 Aug 2019 30 Sep 2018 028-19148
13F-HR Open Document Open Filing 30 Jul 2019 30 Jun 2019 028-19148
13F-HR Open Document Open Filing 13 May 2019 31 Mar 2019 028-19148
13F-HR Open Document Open Filing 13 Feb 2019 31 Dec 2018 028-19148