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Ascent Group, LLC: BKR position timeline

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

Ascent Group, LLC held 14,709 BKR 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 14,709 shares
    Change vs previous 13F +771 shares

    0.02% of the 13F portfolio, value $816,327.

    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 13,938 shares
    Change vs previous 13F +4,977 shares

    0.03% of the 13F portfolio, value $850,909.

    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 8,961 shares
    Change vs previous 13F +287 shares

    0.01% of the 13F portfolio, value $408,096.

    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 8,674 shares
    Change vs previous 13F -1,685 shares

    0.01% of the 13F portfolio, value $422,634.

    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 10,359 shares
    Change vs previous 13F -2,150 shares

    0.02% of the 13F portfolio, value $397,184.

    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 12,509 shares
    Change vs previous 13F +4,225 shares

    0.02% of the 13F portfolio, value $549,784.

    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 8,284 shares
    Change vs previous 13F +2,164 shares

    0.03% of the 13F portfolio, value $339,796.

    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 6,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $221,250.

    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).