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Disclosery

Ascent Group, LLC: EFV position timeline

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

Ascent Group, LLC held 276,887 EFV 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 276,887 shares
    Change vs previous 13F -169,403 shares

    0.63% of the 13F portfolio, value $21,195,771.

    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 446,290 shares
    Change vs previous 13F +9,273 shares

    1.15% of the 13F portfolio, value $33,181,643.

    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 437,017 shares
    Change vs previous 13F -55,017 shares

    1.07% of the 13F portfolio, value $31,207,366.

    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 492,034 shares
    Change vs previous 13F -84,460 shares

    1.18% of the 13F portfolio, value $33,374,688.

    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 576,494 shares
    Change vs previous 13F +495,924 shares

    1.43% of the 13F portfolio, value $36,595,844.

    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 80,570 shares
    Change vs previous 13F +52,328 shares

    0.2% of the 13F portfolio, value $4,748,786.

    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 28,242 shares
    Change vs previous 13F -3,819 shares

    0.11% of the 13F portfolio, value $1,481,848.

    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 32,061 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,844,459.

    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).