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Disclosery

Ascent Group, LLC: SPMD position timeline

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

Ascent Group, LLC held 11,245 SPMD 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 11,245 shares
    Change vs previous 13F -755 shares

    0.02% of the 13F portfolio, value $759,712.

    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 12,000 shares
    Change vs previous 13F -412 shares

    0.02% of the 13F portfolio, value $710,640.

    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 12,412 shares
    Change vs previous 13F -325 shares

    0.02% of the 13F portfolio, value $718,778.

    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 12,737 shares
    Change vs previous 13F -251 shares

    0.03% of the 13F portfolio, value $728,430.

    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 12,988 shares
    Change vs previous 13F -643 shares

    0.03% of the 13F portfolio, value $706,289.

    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 13,631 shares
    Change vs previous 13F -1,294 shares

    0.03% of the 13F portfolio, value $697,634.

    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 14,925 shares
    Change vs previous 13F -1,630 shares

    0.06% of the 13F portfolio, value $816,248.

    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 16,555 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $905,227.

    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).