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Disclosery

Ascent Group, LLC: OMF position timeline

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

Ascent Group, LLC held 17,968 OMF 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 17,968 shares
    Change vs previous 13F +1,527 shares

    0.03% of the 13F portfolio, value $1,095,509.

    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 16,441 shares
    Change vs previous 13F -2,435 shares

    0.03% of the 13F portfolio, value $879,429.

    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 18,876 shares
    Change vs previous 13F +13,209 shares

    0.04% of the 13F portfolio, value $1,275,074.

    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 5,667 shares
    Change vs previous 13F -1,785 shares

    0.01% of the 13F portfolio, value $319,958.

    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 7,452 shares
    Change vs previous 13F -2,500 shares

    0.02% of the 13F portfolio, value $424,764.

    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 9,952 shares
    Change vs previous 13F +5,569 shares

    0.02% of the 13F portfolio, value $486,454.

    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 4,383 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $228,486.

    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).