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Disclosery

Ascent Group, LLC: SPMO position timeline

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

Ascent Group, LLC held 197,756 SPMO 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 197,756 shares
    Change vs previous 13F -68,708 shares

    0.96% of the 13F portfolio, value $31,945,478.

    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 266,464 shares
    Change vs previous 13F +13,821 shares

    1.03% of the 13F portfolio, value $29,873,328.

    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 252,643 shares
    Change vs previous 13F +102,587 shares

    1.03% of the 13F portfolio, value $30,145,388.

    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 150,056 shares
    Change vs previous 13F -2,158 shares

    0.64% of the 13F portfolio, value $18,165,805.

    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 152,214 shares
    Change vs previous 13F -1,823 shares

    0.67% of the 13F portfolio, value $17,119,486.

    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 154,037 shares
    Change vs previous 13F +107,558 shares

    0.61% of the 13F portfolio, value $14,253,020.

    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 46,479 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,415,969.

    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).