Ascent Wealth Partners, LLC
- SEC CIK
- 0001546865
- Latest filing
- Jul 31, 2026
O holding history
Realty Income Corp in every 13F filed by Ascent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
O overviewAll 13F holders of OFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −15,798−100.0% | Sold out | Holders |
| Q1 2024 | 15,798 | $854.7K | 0.1% | −931−5.6% | Reduced | Holders |
| Q4 2023 | 16,729 | $960.6K | 0.2% | −1,206−6.7% | Reduced | Holders |
| Q3 2023 | 17,935 | $895.7K | 0.2% | +674+3.9% | Added | Holders |
| Q2 2023 | 17,261 | $1.03M | 0.2% | +1,177+7.3% | Added | Holders |
| Q1 2023 | 16,084 | $1.02M | 0.2% | +715+4.7% | Added | Holders |
| Q4 2022 | 15,369 | $974.9K | 0.2% | +1,323+9.4% | Added | Holders |
| Q3 2022 | 14,046 | $817.0K | 0.2% | −470−3.2% | Reduced | Holders |
| Q2 2022 | 14,516 | $1.02M | 0.2% | +3,639+33.5% | Added | Holders |
| Q1 2022 | 10,877 | $754.0K | 0.1% | +1,161+11.9% | Added | Holders |
| Q4 2021 | 9,716 | $696.0K | 0.1% | +1,085+12.6% | Added | Holders |
| Q3 2021 | 8,631 | $560.0K | 0.1% | +2,286+36.0% | Added | Holders |
| Q2 2021 | 6,345 | $423.0K | 0.1% | +6,345 | New | Holders |