Skip to content
Disclosery

Ascent Group, LLC: HLN position timeline

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

Ascent Group, LLC held 76,122 HLN 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 76,122 shares
    Change vs previous 13F +11,684 shares

    0.02% of the 13F portfolio, value $710,213.

    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 64,438 shares
    Change vs previous 13F -1,040 shares

    0.02% of the 13F portfolio, value $645,022.

    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 65,478 shares
    Change vs previous 13F +32,260 shares

    0.02% of the 13F portfolio, value $661,981.

    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 33,218 shares
    Change vs previous 13F -99,875 shares

    0.01% of the 13F portfolio, value $297,960.

    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 133,093 shares
    Change vs previous 13F +77,825 shares

    0.05% of the 13F portfolio, value $1,380,169.

    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 55,268 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $568,707.

    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).