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Disclosery

Ascent Group, LLC: QUAL position timeline

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

Ascent Group, LLC held 23,987 QUAL 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 23,987 shares
    Change vs previous 13F -95,965 shares

    0.16% of the 13F portfolio, value $5,263,332.

    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 119,952 shares
    Change vs previous 13F +4,852 shares

    0.8% of the 13F portfolio, value $23,007,903.

    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 115,100 shares
    Change vs previous 13F -116,153 shares

    0.78% of the 13F portfolio, value $22,861,031.

    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 231,253 shares
    Change vs previous 13F -26,905 shares

    1.59% of the 13F portfolio, value $44,978,527.

    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 258,158 shares
    Change vs previous 13F +10,204 shares

    1.84% of the 13F portfolio, value $47,196,512.

    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 247,954 shares
    Change vs previous 13F +159,508 shares

    1.82% of the 13F portfolio, value $42,372,798.

    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 88,446 shares
    Change vs previous 13F +926 shares

    1.18% of the 13F portfolio, value $15,750,463.

    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 87,520 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $15,692,336.

    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).