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Disclosery

Ascent Group, LLC: USHY position timeline

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

Ascent Group, LLC held 253,314 USHY 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 253,314 shares
    Change vs previous 13F +81,480 shares

    0.28% of the 13F portfolio, value $9,377,665.

    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 171,834 shares
    Change vs previous 13F +3,342 shares

    0.22% of the 13F portfolio, value $6,330,365.

    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 168,492 shares
    Change vs previous 13F +7,713 shares

    0.22% of the 13F portfolio, value $6,300,759.

    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 160,779 shares
    Change vs previous 13F +34,529 shares

    0.21% of the 13F portfolio, value $6,074,231.

    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 126,250 shares
    Change vs previous 13F +2,891 shares

    0.18% of the 13F portfolio, value $4,735,638.

    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 123,359 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,540,844.

    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).