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Disclosery

Ascent Group, LLC: FERG position timeline

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

Ascent Group, LLC held 12,824 FERG 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 12,824 shares
    Change vs previous 13F +833 shares

    0.09% of the 13F portfolio, value $3,043,362.

    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 11,991 shares
    Change vs previous 13F +526 shares

    0.1% of the 13F portfolio, value $2,796,867.

    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 11,465 shares
    Change vs previous 13F +731 shares

    0.09% of the 13F portfolio, value $2,552,307.

    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 10,734 shares
    Change vs previous 13F +287 shares

    0.09% of the 13F portfolio, value $2,410,493.

    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 10,447 shares
    Change vs previous 13F +993 shares

    0.09% of the 13F portfolio, value $2,274,835.

    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 9,454 shares
    Change vs previous 13F +988 shares

    0.07% of the 13F portfolio, value $1,514,814.

    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 8,466 shares
    Change vs previous 13F +458 shares

    0.11% of the 13F portfolio, value $1,469,464.

    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 8,008 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,590,149.

    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).