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Disclosery

Ascent Group, LLC: CFG position timeline

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

Ascent Group, LLC held 54,049 CFG 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 54,049 shares
    Change vs previous 13F -28,514 shares

    0.11% of the 13F portfolio, value $3,787,221.

    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 82,563 shares
    Change vs previous 13F -8,576 shares

    0.17% of the 13F portfolio, value $4,951,325.

    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 91,139 shares
    Change vs previous 13F -1,144 shares

    0.18% of the 13F portfolio, value $5,323,417.

    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 92,283 shares
    Change vs previous 13F +23,514 shares

    0.17% of the 13F portfolio, value $4,905,770.

    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 68,769 shares
    Change vs previous 13F -211 shares

    0.12% of the 13F portfolio, value $3,077,417.

    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 68,980 shares
    Change vs previous 13F +4,687 shares

    0.12% of the 13F portfolio, value $2,826,128.

    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 64,293 shares
    Change vs previous 13F +1,632 shares

    0.21% of the 13F portfolio, value $2,813,458.

    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 62,661 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,573,507.

    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).