Skip to content
Disclosery

Ascent Group, LLC: AU position timeline

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

Ascent Group, LLC held 17,040 AU 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 17,040 shares
    Change vs previous 13F +4,200 shares

    0.04% of the 13F portfolio, value $1,378,393.

    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 12,840 shares
    Change vs previous 13F +469 shares

    0.04% of the 13F portfolio, value $1,250,114.

    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 12,371 shares
    Change vs previous 13F +2,027 shares

    0.04% of the 13F portfolio, value $1,055,003.

    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 10,344 shares
    Change vs previous 13F +1,721 shares

    0.03% of the 13F portfolio, value $727,495.

    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 8,623 shares
    Change vs previous 13F +2,409 shares

    0.02% of the 13F portfolio, value $392,950.

    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 6,214 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $230,664.

    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).