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Ascent Group, LLC: RBA position timeline

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

Ascent Group, LLC held 14,735 RBA 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 14,735 shares
    Change vs previous 13F -303 shares

    0.05% of the 13F portfolio, value $1,715,895.

    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 15,038 shares
    Change vs previous 13F -2,287 shares

    0.05% of the 13F portfolio, value $1,441,396.

    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 17,325 shares
    Change vs previous 13F +290 shares

    0.06% of the 13F portfolio, value $1,782,224.

    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 17,035 shares
    Change vs previous 13F +958 shares

    0.07% of the 13F portfolio, value $1,845,926.

    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 16,077 shares
    Change vs previous 13F +2,243 shares

    0.07% of the 13F portfolio, value $1,707,224.

    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 13,834 shares
    Change vs previous 13F +2,549 shares

    0.06% of the 13F portfolio, value $1,387,551.

    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 11,285 shares
    Change vs previous 13F +295 shares

    0.08% of the 13F portfolio, value $1,018,020.

    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 10,990 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $884,585.

    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).