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Ascent Group, LLC: META position timeline

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

Ascent Group, LLC held 53,501 META 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 53,501 shares
    Change vs previous 13F -3,735 shares

    0.9% of the 13F portfolio, value $30,137,089.

    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 57,236 shares
    Change vs previous 13F +23,824 shares

    1.13% of the 13F portfolio, value $32,746,975.

    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 ended2024-09-30
    13F 33,412 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $19,126,250.

    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).