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Disclosery

Ascent Group, LLC: EXPE position timeline

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

Ascent Group, LLC held 5,992 EXPE 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 5,992 shares
    Change vs previous 13F +569 shares

    0.05% of the 13F portfolio, value $1,533,243.

    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 5,423 shares
    Change vs previous 13F +813 shares

    0.04% of the 13F portfolio, value $1,252,122.

    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 4,610 shares
    Change vs previous 13F +293 shares

    0.04% of the 13F portfolio, value $1,306,063.

    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 4,317 shares
    Change vs previous 13F +925 shares

    0.03% of the 13F portfolio, value $922,780.

    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 3,392 shares
    Change vs previous 13F +291 shares

    0.02% of the 13F portfolio, value $572,174.

    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 3,101 shares
    Change vs previous 13F +671 shares

    0.02% of the 13F portfolio, value $521,284.

    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 2,430 shares
    Change vs previous 13F +76 shares

    0.03% of the 13F portfolio, value $452,782.

    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 2,354 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $348,439.

    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).