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Disclosery

Ascent Group, LLC: HEFA position timeline

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

Ascent Group, LLC held 7,575 HEFA 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 7,575 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $355,452.

    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 7,875 shares
    Change vs previous 13F -305 shares

    0.01% of the 13F portfolio, value $334,627.

    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 8,180 shares
    Change vs previous 13F -3,291 shares

    0.01% of the 13F portfolio, value $338,305.

    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 11,471 shares
    Change vs previous 13F -16,256 shares

    0.02% of the 13F portfolio, value $454,346.

    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 27,727 shares
    Change vs previous 13F -280,187 shares

    0.04% of the 13F portfolio, value $1,052,517.

    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 307,914 shares
    Change vs previous 13F +298,260 shares

    0.48% of the 13F portfolio, value $11,174,199.

    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 9,654 shares
    Change vs previous 13F -441 shares

    0.03% of the 13F portfolio, value $335,477.

    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 10,095 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $357,565.

    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).