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Disclosery

Ascent Group, LLC: DTE position timeline

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

Ascent Group, LLC held 6,535 DTE 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 6,535 shares
    Change vs previous 13F -1,236 shares

    0.03% of the 13F portfolio, value $995,737.

    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 7,771 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $1,136,276.

    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 7,646 shares
    Change vs previous 13F -922 shares

    0.03% of the 13F portfolio, value $986,182.

    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 8,568 shares
    Change vs previous 13F -5,109 shares

    0.04% of the 13F portfolio, value $1,211,772.

    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 13,677 shares
    Change vs previous 13F +103 shares

    0.07% of the 13F portfolio, value $1,811,655.

    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 13,574 shares
    Change vs previous 13F +657 shares

    0.08% of the 13F portfolio, value $1,876,876.

    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 12,917 shares
    Change vs previous 13F -91 shares

    0.12% of the 13F portfolio, value $1,559,728.

    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 13,008 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,670,357.

    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).