Position in EW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$264,685
+$30,371 QoQ
Shares Held
2,926
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#928
of 1,315 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $16,319,792 across 3 Medical Devices names. EW ranks #3 (1.6% of the industry book) .
All Filings in EW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,685 | 2,926 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $234,314 | 2,926 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $247,907 | 2,908 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $252,985 | 3,253 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $262,238 | 3,353 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $303,473 | 4,187 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $262,510 | 3,546 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $326,158 | 3,531 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $348,220 | 3,644 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $277,855 | 3,644 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $259,730 | 3,749 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $343,361 | 3,640 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $248,851 | 3,008 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $226,217 | 3,032 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $273,505 | 3,310 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $371,995 | 3,160 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $421,037 | 3,250 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $382,876 | 3,382 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $350,377 | 3,383 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $265,306 | 3,172 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $282,721 | 3,099 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $221,181 | 2,771 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||