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Disclosery

Ascent Group, LLC: MUB position timeline

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

Ascent Group, LLC held 411,221 MUB 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 411,221 shares
    Change vs previous 13F -5,059 shares

    1.32% of the 13F portfolio, value $44,255,597.

    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 416,280 shares
    Change vs previous 13F +12,819 shares

    1.53% of the 13F portfolio, value $44,188,134.

    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 403,461 shares
    Change vs previous 13F +29,458 shares

    1.48% of the 13F portfolio, value $43,214,698.

    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 374,003 shares
    Change vs previous 13F -27,157 shares

    1.41% of the 13F portfolio, value $39,827,551.

    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 401,160 shares
    Change vs previous 13F -1,915 shares

    1.63% of the 13F portfolio, value $41,913,148.

    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 403,075 shares
    Change vs previous 13F +355,063 shares

    1.83% of the 13F portfolio, value $42,500,247.

    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 48,012 shares
    Change vs previous 13F +6,468 shares

    0.38% of the 13F portfolio, value $5,115,700.

    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 41,544 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,512,961.

    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).