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Disclosery

Ascent Group, LLC: MBB position timeline

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

Ascent Group, LLC held 311,099 MBB 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 311,099 shares
    Change vs previous 13F +33,849 shares

    0.88% of the 13F portfolio, value $29,405,086.

    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 277,250 shares
    Change vs previous 13F +19,215 shares

    0.91% of the 13F portfolio, value $26,324,862.

    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 258,035 shares
    Change vs previous 13F +10,978 shares

    0.84% of the 13F portfolio, value $24,570,124.

    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 247,057 shares
    Change vs previous 13F +12,736 shares

    0.83% of the 13F portfolio, value $23,507,427.

    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 234,321 shares
    Change vs previous 13F +12,732 shares

    0.86% of the 13F portfolio, value $22,000,412.

    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 221,589 shares
    Change vs previous 13F +127,992 shares

    0.89% of the 13F portfolio, value $20,780,628.

    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 93,597 shares
    Change vs previous 13F +3,836 shares

    0.64% of the 13F portfolio, value $8,580,973.

    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 89,761 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,600,001.

    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).