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Disclosery

Ascent Group, LLC: SPBO position timeline

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

Ascent Group, LLC held 14,509 SPBO 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 14,509 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $421,341.

    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 14,561 shares
    Change vs previous 13F +2,359 shares

    0.01% of the 13F portfolio, value $422,705.

    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 12,202 shares
    Change vs previous 13F -475 shares

    0.01% of the 13F portfolio, value $358,007.

    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 12,677 shares
    Change vs previous 13F +458 shares

    0.01% of the 13F portfolio, value $375,620.

    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 12,219 shares
    Change vs previous 13F -4,952 shares

    0.01% of the 13F portfolio, value $357,039.

    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 17,171 shares
    Change vs previous 13F +5,403 shares

    0.02% of the 13F portfolio, value $498,474.

    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 11,768 shares
    Change vs previous 13F +2,359 shares

    0.03% of the 13F portfolio, value $337,035.

    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 9,409 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $282,552.

    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).