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Ascent Group, LLC: PZA position timeline

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

Ascent Group, LLC held 407,832 PZA 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 407,832 shares
    Change vs previous 13F +23,954 shares

    0.29% of the 13F portfolio, value $9,592,211.

    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 383,878 shares
    Change vs previous 13F +294,518 shares

    0.31% of the 13F portfolio, value $8,821,514.

    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 89,360 shares
    Change vs previous 13F +57,579 shares

    0.07% of the 13F portfolio, value $2,072,247.

    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 31,781 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $733,824.

    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).