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Ascent Group, LLC: JCPB position timeline

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

Ascent Group, LLC held 63,693 JCPB 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 63,693 shares
    Change vs previous 13F -5,064 shares

    0.09% of the 13F portfolio, value $2,989,749.

    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 68,757 shares
    Change vs previous 13F +10,414 shares

    0.11% of the 13F portfolio, value $3,237,080.

    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 58,343 shares
    Change vs previous 13F +2,501 shares

    0.09% of the 13F portfolio, value $2,762,541.

    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 55,842 shares
    Change vs previous 13F +42,553 shares

    0.09% of the 13F portfolio, value $2,655,287.

    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 13,289 shares
    Change vs previous 13F +1,859 shares

    0.02% of the 13F portfolio, value $625,381.

    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 11,430 shares
    Change vs previous 13F +1,011 shares

    0.02% of the 13F portfolio, value $537,667.

    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 10,419 shares
    Change vs previous 13F +438 shares

    0.04% of the 13F portfolio, value $480,003.

    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 9,981 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $481,483.

    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).