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Ascent Group, LLC: CERY position timeline

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

Ascent Group, LLC held 21,863 CERY 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 21,863 shares
    Change vs previous 13F -353 shares

    0.02% of the 13F portfolio, value $730,881.

    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 22,216 shares
    Change vs previous 13F +5,486 shares

    0.03% of the 13F portfolio, value $782,891.

    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 16,730 shares
    Change vs previous 13F -8,811 shares

    0.02% of the 13F portfolio, value $477,642.

    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 25,541 shares
    Change vs previous 13F +10,081 shares

    0.03% of the 13F portfolio, value $731,750.

    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 15,460 shares
    Change vs previous 13F -11,920 shares

    0.02% of the 13F portfolio, value $420,976.

    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 27,380 shares
    Change vs previous 13F +14,051 shares

    0.03% of the 13F portfolio, value $758,700.

    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 13,329 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $345,021.

    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).