Ascent Group, LLC: PFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Group, LLC on PFG, newest first. How the timeline and the estimate are built.
Ascent Group, LLC held 11,947 PFG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 11,947 sharesChange vs previous 13F +864 shares
0.04% of the 13F portfolio, value $1,287,647.
13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,083 sharesChange vs previous 13F +527 shares
0.03% of the 13F portfolio, value $998,689.
13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,556 sharesChange vs previous 13F +214 shares
0.03% of the 13F portfolio, value $931,145.
13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,342 sharesChange vs previous 13F -584 shares
0.03% of the 13F portfolio, value $857,455.
13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,926 sharesChange vs previous 13F -580 shares
0.03% of the 13F portfolio, value $867,852.
13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,506 sharesChange vs previous 13F +598 shares
0.04% of the 13F portfolio, value $970,761.
13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,908 sharesChange vs previous 13F +70 shares
0.06% of the 13F portfolio, value $844,389.
13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,838 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $930,984.
13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).