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Disclosery

Ascent Group, LLC: CBRE position timeline

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

Ascent Group, LLC held 3,113 CBRE 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 3,113 shares
    Change vs previous 13F -642 shares

    0.01% of the 13F portfolio, value $419,307.

    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 3,755 shares
    Change vs previous 13F -1,145 shares

    0.02% of the 13F portfolio, value $508,602.

    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 4,900 shares
    Change vs previous 13F +39 shares

    0.03% of the 13F portfolio, value $787,871.

    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 4,861 shares
    Change vs previous 13F +695 shares

    0.03% of the 13F portfolio, value $765,900.

    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 4,166 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $583,739.

    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 4,145 shares
    Change vs previous 13F +1,883 shares

    0.02% of the 13F portfolio, value $542,083.

    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 2,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $296,978.

    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).