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Disclosery

Ascent Group, LLC: SMB position timeline

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

Ascent Group, LLC held 65,349 SMB 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 65,349 shares
    Change vs previous 13F +22,359 shares

    0.03% of the 13F portfolio, value $1,133,805.

    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 42,990 shares
    Change vs previous 13F -2,548 shares

    0.03% of the 13F portfolio, value $743,727.

    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 45,538 shares
    Change vs previous 13F +4,028 shares

    0.03% of the 13F portfolio, value $792,816.

    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 41,510 shares
    Change vs previous 13F -7,494 shares

    0.03% of the 13F portfolio, value $723,105.

    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 49,004 shares
    Change vs previous 13F +22,119 shares

    0.03% of the 13F portfolio, value $845,809.

    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 26,885 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $460,675.

    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).