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Disclosery

Ascent Group, LLC: SPYM position timeline

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

Ascent Group, LLC held 2,484,549 SPYM 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 2,484,549 shares
    Change vs previous 13F +860,089 shares

    6.53% of the 13F portfolio, value $218,342,123.

    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 1,624,460 shares
    Change vs previous 13F +398,921 shares

    4.3% of the 13F portfolio, value $124,336,175.

    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 1,225,539 shares
    Change vs previous 13F -141,227 shares

    3.36% of the 13F portfolio, value $98,312,770.

    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 1,366,766 shares
    Change vs previous 13F +23,901 shares

    3.79% of the 13F portfolio, value $107,072,425.

    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 1,342,865 shares
    Change vs previous 13F -450,033 shares

    3.8% of the 13F portfolio, value $97,612,828.

    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 1,792,898 shares
    Change vs previous 13F +1,114,127 shares

    5.06% of the 13F portfolio, value $117,900,991.

    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 678,771 shares
    Change vs previous 13F -8,136 shares

    3.51% of the 13F portfolio, value $46,794,472.

    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 686,907 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $46,373,092.

    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).