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Disclosery

Ascent Group, LLC: HIMU position timeline

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

Ascent Group, LLC held 6,127 HIMU 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 6,127 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $305,105.

    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 6,498 shares
    Change vs previous 13F -52,761 shares

    0.01% of the 13F portfolio, value $311,754.

    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 59,259 shares
    Change vs previous 13F -47,447 shares

    0.1% of the 13F portfolio, value $2,884,708.

    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 106,706 shares
    Change vs previous 13F +28,548 shares

    0.19% of the 13F portfolio, value $5,248,847.

    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 78,158 shares
    Change vs previous 13F -584 shares

    0.15% of the 13F portfolio, value $3,800,803.

    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 78,742 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,900,070.

    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).