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Disclosery

Ascent Group, LLC: HIG position timeline

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

Ascent Group, LLC held 21,299 HIG 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 21,299 shares
    Change vs previous 13F +859 shares

    0.08% of the 13F portfolio, value $2,822,575.

    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 20,440 shares
    Change vs previous 13F +618 shares

    0.1% of the 13F portfolio, value $2,764,102.

    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 19,822 shares
    Change vs previous 13F +427 shares

    0.09% of the 13F portfolio, value $2,731,442.

    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 19,395 shares
    Change vs previous 13F +3,288 shares

    0.09% of the 13F portfolio, value $2,587,180.

    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 16,107 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $2,043,545.

    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 16,131 shares
    Change vs previous 13F -400 shares

    0.09% of the 13F portfolio, value $1,995,920.

    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 16,531 shares
    Change vs previous 13F -1,472 shares

    0.14% of the 13F portfolio, value $1,808,491.

    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 18,003 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,117,333.

    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).