Ascent Wealth Partners, LLC has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides a snapshot of the firm’s portfolio and investment strategies, which are of interest to institutional investors and market analysts alike.

Background

Ascent Wealth Partners, LLC, is an investment management firm based in New Hartford, New York. The company is categorized under the SIC description for asset management, focusing on institutional investment strategies. Recent filings include the 13F-HR reports submitted on October 23, 2026, and prior filings dating back to August 12, 2026.

What the Filing Says

The filing, which was accepted on October 23, 2026, highlights the firm’s investment positions as of the end of September. The report is part of the regular disclosures required for institutional managers, ensuring compliance with SEC regulations.

Impact

This filing may affect various stakeholders, including institutional investors, analysts, and competitors within the asset management industry. By disclosing its holdings, Ascent Wealth Partners allows others in the market to understand its investment strategies and adjust their own accordingly.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR filing was submitted on October 23, 2026, and was accepted on the same day at 11:38:34 AM. The report covers the period ending September 30, 2026, and includes two documents. The filing is essential for maintaining transparency in the investment management industry.

Company Information

Ascent Wealth Partners, LLC is located at 89 Genesee Street, New Hartford, NY 13413. The firm can be contacted at 315-624-7300. It is registered under the Central Index Key (CIK) number 0001546865 and has an Employer Identification Number (EIN) of 452910003. The company was incorporated in New York and has a fiscal year ending on December 31.

Document Format

The filing includes multiple document formats, such as HTML and XML, with the main document being the 13F-HR report. The total size of the submission is 118,604 bytes, indicating a comprehensive disclosure of the firm’s holdings.

Additional Insights

The filing does not provide specific details regarding the individual securities held by Ascent Wealth Partners, LLC or the overall performance of these investments. Furthermore, it does not include any forward-looking statements or predictions about the firm's investment strategies or market outlook.