Ascent Wealth Partners, LLC ALRM Alarm Com Holdings Inc

Ownership history in Ascent Wealth Partners, LLC  ·  28 quarters on record

AI Ownership Summary

Ascent Wealth Partners, LLC reported Alarm Com Holdings Inc (ALRM) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows ALRM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ascent Wealth Partners, LLC's position in Alarm Com Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALRM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ascent Wealth Partners, LLC held ALRM — position size vs. price
% of Fund (quarterly)    ALRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 6,000 0% 0.03% $280K 2026-07-31 $54.75
2026 Q1 UNCHANGED 6,000 0% 0.03% $259K 2026-05-06 $45.44
2025 Q4 UNCHANGED 6,000 0% 0.04% $306K 2026-02-02 $48.50
2025 Q3 UNCHANGED 6,000 0% 0.04% $318K 2025-10-21 $51.16
2025 Q2 UNCHANGED 6,000 0% 0.04% $339K 2025-08-12 $55.00
2025 Q1 UNCHANGED 6,000 0% 0.04% $334K 2025-05-02 $54.47
2024 Q4 UNCHANGED 6,000 0% 0.05% $365K 2025-02-04 $62.47
2024 Q3 UNCHANGED 6,000 0% 0.05% $328K 2024-10-31 $53.33
2024 Q2 UNCHANGED 6,000 0% 0.06% $381K 2024-07-31 $70.55
2024 Q1 UNCHANGED 6,000 0% 0.06% $435K 2024-05-01 $66.90
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ascent Wealth Partners, LLC and ALRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ascent Wealth Partners, LLC reported owning ALRM?

Ascent Wealth Partners, LLC reported ALRM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ALRM position in Ascent Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for ALRM was 0.06% in 2024 Q1.

What is the latest reported ALRM position on this page?

The most recent filing on this page is 2026 Q2, when Ascent Wealth Partners, LLC reported 6,000 shares, equal to 0.03% of portfolio, with an estimated market value of $280K.

What does the chart on this ALRM ownership page compare?

The chart compares Ascent Wealth Partners, LLC's quarterly ALRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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