Skip to content
Disclosery

Ascent Group, LLC: MSFT position timeline

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

Ascent Group, LLC held 132,096 MSFT 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 132,096 shares
    Change vs previous 13F -10,073 shares

    1.47% of the 13F portfolio, value $49,274,934.

    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 142,169 shares
    Change vs previous 13F -447 shares

    1.82% of the 13F portfolio, value $52,627,149.

    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 142,616 shares
    Change vs previous 13F +2,005 shares

    2.36% of the 13F portfolio, value $68,971,946.

    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 140,611 shares
    Change vs previous 13F +31,126 shares

    2.58% of the 13F portfolio, value $72,829,622.

    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 109,485 shares
    Change vs previous 13F -8,303 shares

    2.12% of the 13F portfolio, value $54,459,108.

    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 117,788 shares
    Change vs previous 13F +22,684 shares

    1.9% of the 13F portfolio, value $44,216,448.

    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 95,104 shares
    Change vs previous 13F +3,952 shares

    3.01% of the 13F portfolio, value $40,086,544.

    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 91,152 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $39,222,912.

    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).