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Ascent Group, LLC: RS position timeline

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

Ascent Group, LLC held 1,136 RS 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 1,136 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $424,438.

    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 1,077 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $327,345.

    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 1,036 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $299,291.

    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 1,021 shares
    Change vs previous 13F +103 shares

    0.01% of the 13F portfolio, value $286,749.

    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 918 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $288,185.

    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 933 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $269,428.

    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 834 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $224,563.

    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 815 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $235,706.

    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).