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Disclosery

Ascent Group, LLC: CGMU position timeline

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

Ascent Group, LLC held 32,559 CGMU 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 32,559 shares
    Change vs previous 13F +2,646 shares

    0.03% of the 13F portfolio, value $894,396.

    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 29,913 shares
    Change vs previous 13F +4,859 shares

    0.03% of the 13F portfolio, value $812,138.

    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 25,054 shares
    Change vs previous 13F +293 shares

    0.02% of the 13F portfolio, value $685,978.

    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 24,761 shares
    Change vs previous 13F +3,392 shares

    0.02% of the 13F portfolio, value $675,728.

    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 21,369 shares
    Change vs previous 13F -85 shares

    0.02% of the 13F portfolio, value $570,339.

    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 21,454 shares
    Change vs previous 13F +1,218 shares

    0.02% of the 13F portfolio, value $575,397.

    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 20,236 shares
    Change vs previous 13F -359 shares

    0.04% of the 13F portfolio, value $544,753.

    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 20,595 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $565,539.

    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).