Skip to content
Disclosery

Ascent Group, LLC: SPDW position timeline

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

Ascent Group, LLC held 42,530 SPDW 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 42,530 shares
    Change vs previous 13F -13,449 shares

    0.06% of the 13F portfolio, value $2,143,087.

    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 55,979 shares
    Change vs previous 13F -6,597 shares

    0.09% of the 13F portfolio, value $2,555,442.

    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 62,576 shares
    Change vs previous 13F +8,188 shares

    0.1% of the 13F portfolio, value $2,779,001.

    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 54,388 shares
    Change vs previous 13F +10,926 shares

    0.08% of the 13F portfolio, value $2,327,264.

    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 43,462 shares
    Change vs previous 13F -40,807 shares

    0.07% of the 13F portfolio, value $1,759,777.

    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 84,269 shares
    Change vs previous 13F +20,725 shares

    0.13% of the 13F portfolio, value $3,068,234.

    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 63,544 shares
    Change vs previous 13F -683 shares

    0.16% of the 13F portfolio, value $2,168,757.

    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 64,227 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,412,366.

    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).