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Disclosery

Ascent Group, LLC: FDMO position timeline

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

Ascent Group, LLC held 5,564 FDMO 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 5,564 shares
    Change vs previous 13F +834 shares

    0.02% of the 13F portfolio, value $548,443.

    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 4,730 shares
    Change vs previous 13F -127 shares

    0.01% of the 13F portfolio, value $378,873.

    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 4,857 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $407,794.

    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 4,783 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $397,803.

    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 4,826 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $366,100.

    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 4,727 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,539.

    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).