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Disclosery

Ascent Group, LLC: DFAX position timeline

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

Ascent Group, LLC held 34,624 DFAX 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 34,624 shares
    Change vs previous 13F +17,905 shares

    0.04% of the 13F portfolio, value $1,275,555.

    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 16,719 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $567,944.

    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 16,962 shares
    Change vs previous 13F -315 shares

    0.02% of the 13F portfolio, value $555,166.

    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 17,277 shares
    Change vs previous 13F +2,225 shares

    0.02% of the 13F portfolio, value $542,152.

    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 15,052 shares
    Change vs previous 13F +647 shares

    0.02% of the 13F portfolio, value $442,077.

    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 14,405 shares
    Change vs previous 13F -471 shares

    0.02% of the 13F portfolio, value $377,411.

    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 14,876 shares
    Change vs previous 13F -1,041 shares

    0.03% of the 13F portfolio, value $369,817.

    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 15,917 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $429,918.

    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).