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Disclosery

Ascent Group, LLC: SHY position timeline

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

Ascent Group, LLC held 255,546 SHY 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 255,546 shares
    Change vs previous 13F +20,745 shares

    0.63% of the 13F portfolio, value $20,982,916.

    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 234,801 shares
    Change vs previous 13F +51,725 shares

    0.67% of the 13F portfolio, value $19,387,520.

    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 183,076 shares
    Change vs previous 13F -1,962 shares

    0.52% of the 13F portfolio, value $15,162,354.

    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 185,038 shares
    Change vs previous 13F -51,976 shares

    0.54% of the 13F portfolio, value $15,350,751.

    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 237,014 shares
    Change vs previous 13F +163,701 shares

    0.76% of the 13F portfolio, value $19,638,980.

    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 73,313 shares
    Change vs previous 13F +10,686 shares

    0.26% of the 13F portfolio, value $6,065,184.

    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 62,627 shares
    Change vs previous 13F +15,603 shares

    0.39% of the 13F portfolio, value $5,134,161.

    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 47,024 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,910,046.

    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).