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Disclosery

Ascent Group, LLC: BRK-B position timeline

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

Ascent Group, LLC held 34,091 BRK-B 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 34,091 shares
    Change vs previous 13F -4,469 shares

    0.51% of the 13F portfolio, value $17,058,966.

    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 38,560 shares
    Change vs previous 13F -699 shares

    0.64% of the 13F portfolio, value $18,478,114.

    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 39,259 shares
    Change vs previous 13F +1,476 shares

    0.67% of the 13F portfolio, value $19,733,864.

    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 37,783 shares
    Change vs previous 13F +10,146 shares

    0.67% of the 13F portfolio, value $18,995,352.

    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 27,637 shares
    Change vs previous 13F +1,163 shares

    0.52% of the 13F portfolio, value $13,425,387.

    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 26,474 shares
    Change vs previous 13F +6,452 shares

    0.61% of the 13F portfolio, value $14,099,703.

    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 20,022 shares
    Change vs previous 13F +659 shares

    0.68% of the 13F portfolio, value $9,075,572.

    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 19,363 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $8,912,014.

    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).