Skip to content
Disclosery

Ascent Group, LLC: AXP position timeline

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

Ascent Group, LLC held 30,121 AXP 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 30,121 shares
    Change vs previous 13F +1,608 shares

    0.3% of the 13F portfolio, value $10,188,399.

    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 28,513 shares
    Change vs previous 13F +21,883 shares

    0.3% of the 13F portfolio, value $8,624,712.

    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 ended2024-09-30
    13F 6,630 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,798,056.

    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).