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Ascent Group, LLC: ED position timeline

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

Ascent Group, LLC held 15,934 ED 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 15,934 shares
    Change vs previous 13F +3,964 shares

    0.05% of the 13F portfolio, value $1,762,812.

    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 11,970 shares
    Change vs previous 13F +1,155 shares

    0.05% of the 13F portfolio, value $1,354,741.

    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 10,815 shares
    Change vs previous 13F +3,554 shares

    0.04% of the 13F portfolio, value $1,074,157.

    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 7,261 shares
    Change vs previous 13F +1,417 shares

    0.03% of the 13F portfolio, value $729,888.

    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 5,844 shares
    Change vs previous 13F +3,029 shares

    0.02% of the 13F portfolio, value $586,457.

    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 2,815 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $311,323.

    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).