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Disclosery

Ascent Group, LLC: ES position timeline

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

Ascent Group, LLC held 30,054 ES 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 30,054 shares
    Change vs previous 13F -2,016 shares

    0.06% of the 13F portfolio, value $2,172,017.

    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 32,070 shares
    Change vs previous 13F +1,483 shares

    0.08% of the 13F portfolio, value $2,221,810.

    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 30,587 shares
    Change vs previous 13F +2,222 shares

    0.07% of the 13F portfolio, value $2,059,423.

    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 28,365 shares
    Change vs previous 13F +6,640 shares

    0.07% of the 13F portfolio, value $2,017,859.

    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 21,725 shares
    Change vs previous 13F +564 shares

    0.05% of the 13F portfolio, value $1,382,145.

    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 21,161 shares
    Change vs previous 13F +1,498 shares

    0.06% of the 13F portfolio, value $1,314,309.

    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 19,663 shares
    Change vs previous 13F +230 shares

    0.08% of the 13F portfolio, value $1,129,246.

    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 19,433 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,322,416.

    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).