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Disclosery

Ascent Group, LLC: SHM position timeline

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

Ascent Group, LLC held 52,529 SHM 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 52,529 shares
    Change vs previous 13F -11,185 shares

    0.08% of the 13F portfolio, value $2,519,571.

    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 63,714 shares
    Change vs previous 13F -8,688 shares

    0.11% of the 13F portfolio, value $3,047,456.

    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 72,402 shares
    Change vs previous 13F +1,110 shares

    0.12% of the 13F portfolio, value $3,474,587.

    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 71,292 shares
    Change vs previous 13F +10,982 shares

    0.12% of the 13F portfolio, value $3,437,701.

    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 60,310 shares
    Change vs previous 13F -8,963 shares

    0.11% of the 13F portfolio, value $2,884,628.

    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 69,273 shares
    Change vs previous 13F +42,076 shares

    0.14% of the 13F portfolio, value $3,297,395.

    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 27,197 shares
    Change vs previous 13F +11,669 shares

    0.1% of the 13F portfolio, value $1,288,865.

    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 15,528 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $747,518.

    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).