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Disclosery

Ascent Group, LLC: SMFG position timeline

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

Ascent Group, LLC held 17,432 SMFG 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 17,432 shares
    Change vs previous 13F +3,245 shares

    0.01% of the 13F portfolio, value $411,046.

    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 14,187 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $280,193.

    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 14,185 shares
    Change vs previous 13F +1,095 shares

    0.01% of the 13F portfolio, value $274,196.

    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 13,090 shares
    Change vs previous 13F -683 shares

    0.01% of the 13F portfolio, value $219,126.

    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 13,773 shares
    Change vs previous 13F -1,432 shares

    0.01% of the 13F portfolio, value $208,109.

    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 15,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $235,069.

    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).