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Disclosery

Ascent Group, LLC: AEP position timeline

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

Ascent Group, LLC held 32,913 AEP 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 32,913 shares
    Change vs previous 13F +232 shares

    0.13% of the 13F portfolio, value $4,502,877.

    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 32,681 shares
    Change vs previous 13F +2,102 shares

    0.15% of the 13F portfolio, value $4,283,825.

    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 30,579 shares
    Change vs previous 13F -1,230 shares

    0.12% of the 13F portfolio, value $3,526,120.

    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 31,809 shares
    Change vs previous 13F +626 shares

    0.13% of the 13F portfolio, value $3,578,469.

    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 31,183 shares
    Change vs previous 13F +528 shares

    0.13% of the 13F portfolio, value $3,235,596.

    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 30,655 shares
    Change vs previous 13F +2,766 shares

    0.14% of the 13F portfolio, value $3,349,639.

    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 27,889 shares
    Change vs previous 13F +102 shares

    0.19% of the 13F portfolio, value $2,572,202.

    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 27,787 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,850,946.

    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).