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Disclosery

Ascent Group, LLC: SON position timeline

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

Ascent Group, LLC held 14,615 SON 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 14,615 shares
    Change vs previous 13F +4,560 shares

    0.02% of the 13F portfolio, value $823,555.

    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 10,055 shares
    Change vs previous 13F +74 shares

    0.02% of the 13F portfolio, value $543,875.

    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 9,981 shares
    Change vs previous 13F -6,574 shares

    0.01% of the 13F portfolio, value $435,571.

    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 16,555 shares
    Change vs previous 13F +2,380 shares

    0.03% of the 13F portfolio, value $713,355.

    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 14,175 shares
    Change vs previous 13F +2,485 shares

    0.02% of the 13F portfolio, value $617,463.

    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 11,690 shares
    Change vs previous 13F -4,097 shares

    0.02% of the 13F portfolio, value $552,235.

    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 15,787 shares
    Change vs previous 13F -126 shares

    0.06% of the 13F portfolio, value $771,194.

    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 15,913 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $869,327.

    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).