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Disclosery

Ascent Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Ascent Group, LLC held 289,109 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,109 shares
    Change vs previous 13F +5,603 shares

    2.5% of the 13F portfolio, value $83,656,414.

    13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 283,506 shares
    Change vs previous 13F -9,390 shares

    2.49% of the 13F portfolio, value $71,950,839.

    13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 292,896 shares
    Change vs previous 13F +4,419 shares

    2.72% of the 13F portfolio, value $79,626,552.

    13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 288,477 shares
    Change vs previous 13F +104,900 shares

    2.6% of the 13F portfolio, value $73,454,986.

    13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 183,577 shares
    Change vs previous 13F -29,653 shares

    1.47% of the 13F portfolio, value $37,664,364.

    13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 213,230 shares
    Change vs previous 13F +54,384 shares

    2.03% of the 13F portfolio, value $47,364,824.

    13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 158,846 shares
    Change vs previous 13F -46,155 shares

    2.99% of the 13F portfolio, value $39,778,111.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 205,001 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $47,765,156.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).