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Disclosery

Ascent Group, LLC: MTB position timeline

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

Ascent Group, LLC held 4,030 MTB 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 4,030 shares
    Change vs previous 13F +713 shares

    0.03% of the 13F portfolio, value $959,197.

    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 3,317 shares
    Change vs previous 13F +914 shares

    0.02% of the 13F portfolio, value $685,702.

    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 2,403 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $484,166.

    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 2,454 shares
    Change vs previous 13F +983 shares

    0.02% of the 13F portfolio, value $485,015.

    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 1,471 shares
    Change vs previous 13F -17,654 shares

    0.01% of the 13F portfolio, value $285,304.

    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 19,125 shares
    Change vs previous 13F +2,127 shares

    0.15% of the 13F portfolio, value $3,418,460.

    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 16,998 shares
    Change vs previous 13F +1,432 shares

    0.24% of the 13F portfolio, value $3,195,896.

    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 15,566 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,772,628.

    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).