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Disclosery

Ascent Group, LLC: APD position timeline

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

Ascent Group, LLC held 7,074 APD 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 7,074 shares
    Change vs previous 13F -222 shares

    0.06% of the 13F portfolio, value $2,073,804.

    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 7,296 shares
    Change vs previous 13F +1,070 shares

    0.07% of the 13F portfolio, value $2,119,353.

    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 6,226 shares
    Change vs previous 13F +1,111 shares

    0.05% of the 13F portfolio, value $1,537,863.

    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 5,115 shares
    Change vs previous 13F +3,714 shares

    0.05% of the 13F portfolio, value $1,395,102.

    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 1,401 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $395,285.

    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 1,448 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $427,126.

    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).