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Disclosery

Ascent Group, LLC: UPS position timeline

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

Ascent Group, LLC held 26,244 UPS 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 26,244 shares
    Change vs previous 13F +870 shares

    0.08% of the 13F portfolio, value $2,821,229.

    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 25,374 shares
    Change vs previous 13F +148 shares

    0.09% of the 13F portfolio, value $2,496,266.

    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 25,226 shares
    Change vs previous 13F +3,653 shares

    0.09% of the 13F portfolio, value $2,502,137.

    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 21,573 shares
    Change vs previous 13F -13,577 shares

    0.06% of the 13F portfolio, value $1,801,980.

    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 35,150 shares
    Change vs previous 13F +11,969 shares

    0.14% of the 13F portfolio, value $3,548,008.

    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 23,181 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,549,646.

    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).