Ascent Wealth Partners, LLC

SEC CIK: 0001546865
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

U holding history

Unity Software Inc. 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.

U overview All 13F holders of U Full Q2 2026 holdings

Shares (Q2 2026): 7,792
Value: $222.7K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of U by Ascent Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,792	$222.7K	<0.1%	+7,792	New	Holders
Q1 2026	0	$0	0.0%	−5,625−100.0%	Sold out	Holders
Q4 2025	5,625	$248.5K	<0.1%	+5,625	New	Holders