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Disclosery

Ascent Group, LLC: EFG position timeline

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

Ascent Group, LLC held 32,906 EFG 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 32,906 shares
    Change vs previous 13F -1,931 shares

    0.12% of the 13F portfolio, value $4,094,171.

    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 34,837 shares
    Change vs previous 13F -7,906 shares

    0.13% of the 13F portfolio, value $3,879,776.

    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 42,743 shares
    Change vs previous 13F -1,571 shares

    0.17% of the 13F portfolio, value $4,869,263.

    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 44,314 shares
    Change vs previous 13F -5,466 shares

    0.18% of the 13F portfolio, value $5,046,407.

    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 49,780 shares
    Change vs previous 13F -7,412 shares

    0.22% of the 13F portfolio, value $5,575,289.

    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 57,192 shares
    Change vs previous 13F +39,746 shares

    0.25% of the 13F portfolio, value $5,719,136.

    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 17,446 shares
    Change vs previous 13F -4,727 shares

    0.13% of the 13F portfolio, value $1,689,253.

    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 22,173 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,386,875.

    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).