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Ascent Group, LLC: DIS position timeline

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

Ascent Group, LLC held 21,714 DIS 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 21,714 shares
    Change vs previous 13F +815 shares

    0.06% of the 13F portfolio, value $2,089,932.

    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 20,899 shares
    Change vs previous 13F -3,149 shares

    0.07% of the 13F portfolio, value $2,014,219.

    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 24,048 shares
    Change vs previous 13F +1,035 shares

    0.09% of the 13F portfolio, value $2,735,973.

    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 23,013 shares
    Change vs previous 13F +15,492 shares

    0.09% of the 13F portfolio, value $2,635,024.

    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 7,521 shares
    Change vs previous 13F -57,555 shares

    0.04% of the 13F portfolio, value $932,754.

    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 65,076 shares
    Change vs previous 13F +34,310 shares

    0.28% of the 13F portfolio, value $6,423,049.

    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 30,766 shares
    Change vs previous 13F +2,055 shares

    0.26% of the 13F portfolio, value $3,425,795.

    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 28,711 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,761,711.

    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).