Ascent Group, LLC: USB position timeline

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

Ascent Group, LLC held 70,481 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 70,481 shares
Change vs previous 13F +827 shares
0.13% of the 13F portfolio, value $4,257,059.
13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 69,654 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $3,622,710.
13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).