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Ascent Group, LLC: BNY position timeline

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

Ascent Group, LLC held 21,818 BNY 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 21,818 shares
    Change vs previous 13F +4,742 shares

    0.09% of the 13F portfolio, value $3,155,142.

    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 17,076 shares
    Change vs previous 13F +1,971 shares

    0.07% of the 13F portfolio, value $2,025,759.

    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 15,105 shares
    Change vs previous 13F -253 shares

    0.06% of the 13F portfolio, value $1,753,568.

    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 15,358 shares
    Change vs previous 13F +2,114 shares

    0.06% of the 13F portfolio, value $1,673,341.

    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 13,244 shares
    Change vs previous 13F -10,233 shares

    0.05% of the 13F portfolio, value $1,206,631.

    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 23,477 shares
    Change vs previous 13F +8,072 shares

    0.08% of the 13F portfolio, value $1,969,057.

    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 15,405 shares
    Change vs previous 13F +2,739 shares

    0.09% of the 13F portfolio, value $1,183,580.

    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 12,666 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $910,179.

    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).