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Disclosery

Ascent Group, LLC: PM position timeline

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

Ascent Group, LLC held 77,841 PM 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 77,841 shares
    Change vs previous 13F +2,320 shares

    0.42% of the 13F portfolio, value $14,082,158.

    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 75,521 shares
    Change vs previous 13F -648 shares

    0.43% of the 13F portfolio, value $12,486,677.

    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 76,169 shares
    Change vs previous 13F +1,222 shares

    0.42% of the 13F portfolio, value $12,217,570.

    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 74,947 shares
    Change vs previous 13F -4,807 shares

    0.43% of the 13F portfolio, value $12,156,335.

    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 79,754 shares
    Change vs previous 13F +5,128 shares

    0.57% of the 13F portfolio, value $14,525,530.

    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 74,626 shares
    Change vs previous 13F +31,576 shares

    0.51% of the 13F portfolio, value $11,845,478.

    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 43,050 shares
    Change vs previous 13F +6,715 shares

    0.39% of the 13F portfolio, value $5,181,066.

    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 36,335 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,411,069.

    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).