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Disclosery

Ascent Group, LLC: SDY position timeline

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

Ascent Group, LLC held 13,109 SDY 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 13,109 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,994,934.

    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 13,109 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,913,133.

    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 13,109 shares
    Change vs previous 13F -124 shares

    0.06% of the 13F portfolio, value $1,824,255.

    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 13,233 shares
    Change vs previous 13F -1,281 shares

    0.07% of the 13F portfolio, value $1,853,288.

    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 14,514 shares
    Change vs previous 13F -28 shares

    0.08% of the 13F portfolio, value $1,969,991.

    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 14,542 shares
    Change vs previous 13F +8,655 shares

    0.08% of the 13F portfolio, value $1,973,059.

    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 5,887 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $777,673.

    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).