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Disclosery

Ascent Group, LLC: TFI position timeline

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

Ascent Group, LLC held 94,240 TFI 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 94,240 shares
    Change vs previous 13F +78,378 shares

    0.13% of the 13F portfolio, value $4,316,197.

    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 15,862 shares
    Change vs previous 13F +3,681 shares

    0.02% of the 13F portfolio, value $719,183.

    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 12,181 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $556,793.

    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 12,501 shares
    Change vs previous 13F +571 shares

    0.02% of the 13F portfolio, value $569,670.

    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 11,930 shares
    Change vs previous 13F -237 shares

    0.02% of the 13F portfolio, value $532,913.

    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 12,167 shares
    Change vs previous 13F -1,903 shares

    0.02% of the 13F portfolio, value $548,366.

    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 14,070 shares
    Change vs previous 13F -142 shares

    0.05% of the 13F portfolio, value $641,873.

    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 14,212 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $665,548.

    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).