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Ascent Group, LLC: PEG position timeline

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

Ascent Group, LLC held 23,880 PEG 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 23,880 shares
    Change vs previous 13F +8,191 shares

    0.06% of the 13F portfolio, value $1,938,115.

    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 15,689 shares
    Change vs previous 13F -7,343 shares

    0.04% of the 13F portfolio, value $1,270,024.

    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 23,032 shares
    Change vs previous 13F -3,769 shares

    0.06% of the 13F portfolio, value $1,849,470.

    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 26,801 shares
    Change vs previous 13F -4,958 shares

    0.08% of the 13F portfolio, value $2,236,811.

    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 31,759 shares
    Change vs previous 13F +66 shares

    0.1% of the 13F portfolio, value $2,673,473.

    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 31,693 shares
    Change vs previous 13F +452 shares

    0.11% of the 13F portfolio, value $2,608,334.

    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 31,241 shares
    Change vs previous 13F -331 shares

    0.2% of the 13F portfolio, value $2,639,552.

    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 31,572 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,816,538.

    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).