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Disclosery

Ascent Group, LLC: TD position timeline

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

Ascent Group, LLC held 5,533 TD 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 5,533 shares
    Change vs previous 13F +204 shares

    0.02% of the 13F portfolio, value $671,871.

    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 5,329 shares
    Change vs previous 13F +539 shares

    0.02% of the 13F portfolio, value $497,249.

    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 4,790 shares
    Change vs previous 13F -134 shares

    0.02% of the 13F portfolio, value $451,218.

    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 4,924 shares
    Change vs previous 13F -459 shares

    0.01% of the 13F portfolio, value $393,689.

    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 5,383 shares
    Change vs previous 13F +1,137 shares

    0.02% of the 13F portfolio, value $395,393.

    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 4,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,514.

    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).