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Disclosery

Ascent Group, LLC: D position timeline

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

Ascent Group, LLC held 45,689 D 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 45,689 shares
    Change vs previous 13F -2,025 shares

    0.09% of the 13F portfolio, value $3,120,068.

    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 47,714 shares
    Change vs previous 13F +1,550 shares

    0.1% of the 13F portfolio, value $2,949,679.

    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 46,164 shares
    Change vs previous 13F +6,788 shares

    0.09% of the 13F portfolio, value $2,704,748.

    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 39,376 shares
    Change vs previous 13F +4,092 shares

    0.09% of the 13F portfolio, value $2,408,629.

    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 35,284 shares
    Change vs previous 13F +1,364 shares

    0.08% of the 13F portfolio, value $1,994,252.

    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 33,920 shares
    Change vs previous 13F +3,157 shares

    0.08% of the 13F portfolio, value $1,901,895.

    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 30,763 shares
    Change vs previous 13F -4,419 shares

    0.12% of the 13F portfolio, value $1,656,895.

    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 35,182 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,033,168.

    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).