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Disclosery

Ascent Group, LLC: AJG position timeline

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

Ascent Group, LLC held 7,618 AJG 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 7,618 shares
    Change vs previous 13F +598 shares

    0.05% of the 13F portfolio, value $1,748,923.

    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 7,020 shares
    Change vs previous 13F +401 shares

    0.05% of the 13F portfolio, value $1,520,475.

    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 6,619 shares
    Change vs previous 13F -436 shares

    0.06% of the 13F portfolio, value $1,713,003.

    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 7,055 shares
    Change vs previous 13F +2,285 shares

    0.08% of the 13F portfolio, value $2,185,338.

    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 4,770 shares
    Change vs previous 13F -1,409 shares

    0.06% of the 13F portfolio, value $1,527,008.

    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 6,179 shares
    Change vs previous 13F +295 shares

    0.09% of the 13F portfolio, value $2,133,259.

    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 5,884 shares
    Change vs previous 13F -661 shares

    0.13% of the 13F portfolio, value $1,670,174.

    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 6,545 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,841,567.

    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).