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Ascent Group, LLC: SPGI position timeline

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

Ascent Group, LLC held 4,053 SPGI 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 4,053 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $1,650,568.

    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 3,958 shares
    Change vs previous 13F -2,725 shares

    0.06% of the 13F portfolio, value $1,683,421.

    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 6,683 shares
    Change vs previous 13F -161 shares

    0.12% of the 13F portfolio, value $3,492,370.

    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 6,844 shares
    Change vs previous 13F -2,207 shares

    0.12% of the 13F portfolio, value $3,330,922.

    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 9,051 shares
    Change vs previous 13F +40 shares

    0.19% of the 13F portfolio, value $4,772,355.

    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 9,011 shares
    Change vs previous 13F +43 shares

    0.2% of the 13F portfolio, value $4,578,330.

    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 8,968 shares
    Change vs previous 13F +429 shares

    0.34% of the 13F portfolio, value $4,466,334.

    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 8,539 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,411,418.

    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).