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Disclosery

Ascent Group, LLC: CRM position timeline

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

Ascent Group, LLC held 18,077 CRM 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 18,077 shares
    Change vs previous 13F -1,541 shares

    0.08% of the 13F portfolio, value $2,832,043.

    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 19,618 shares
    Change vs previous 13F -2,758 shares

    0.13% of the 13F portfolio, value $3,662,185.

    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 22,376 shares
    Change vs previous 13F -979 shares

    0.2% of the 13F portfolio, value $5,927,730.

    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 23,355 shares
    Change vs previous 13F +8,693 shares

    0.2% of the 13F portfolio, value $5,535,252.

    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 14,662 shares
    Change vs previous 13F -1,377 shares

    0.16% of the 13F portfolio, value $3,998,242.

    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 16,039 shares
    Change vs previous 13F -148 shares

    0.18% of the 13F portfolio, value $4,304,267.

    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 16,187 shares
    Change vs previous 13F +185 shares

    0.41% of the 13F portfolio, value $5,411,801.

    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 16,002 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,379,907.

    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).