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Disclosery

Ascent Group, LLC: UAL position timeline

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

Ascent Group, LLC held 6,719 UAL 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 6,719 shares
    Change vs previous 13F -834 shares

    0.03% of the 13F portfolio, value $913,718.

    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 7,553 shares
    Change vs previous 13F -954 shares

    0.02% of the 13F portfolio, value $695,404.

    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 8,507 shares
    Change vs previous 13F +337 shares

    0.03% of the 13F portfolio, value $951,252.

    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 8,170 shares
    Change vs previous 13F +2,193 shares

    0.03% of the 13F portfolio, value $788,443.

    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 5,977 shares
    Change vs previous 13F -1,833 shares

    0.02% of the 13F portfolio, value $475,948.

    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 7,810 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $539,279.

    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).