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Disclosery

Ascent Group, LLC: GS position timeline

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

Ascent Group, LLC held 6,121 GS 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 6,121 shares
    Change vs previous 13F +514 shares

    0.19% of the 13F portfolio, value $6,190,773.

    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 5,607 shares
    Change vs previous 13F -369 shares

    0.16% of the 13F portfolio, value $4,743,571.

    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 5,976 shares
    Change vs previous 13F +217 shares

    0.18% of the 13F portfolio, value $5,252,979.

    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 5,759 shares
    Change vs previous 13F +2,503 shares

    0.16% of the 13F portfolio, value $4,586,222.

    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 3,256 shares
    Change vs previous 13F -705 shares

    0.09% of the 13F portfolio, value $2,304,448.

    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 3,961 shares
    Change vs previous 13F +1,807 shares

    0.09% of the 13F portfolio, value $2,163,919.

    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 2,154 shares
    Change vs previous 13F +403 shares

    0.09% of the 13F portfolio, value $1,233,461.

    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 1,751 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $866,955.

    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).