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Disclosery

Ascent Group, LLC: USMV position timeline

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

Ascent Group, LLC held 53,081 USMV 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 53,081 shares
    Change vs previous 13F -43,364 shares

    0.15% of the 13F portfolio, value $5,120,249.

    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 96,445 shares
    Change vs previous 13F -9,075 shares

    0.31% of the 13F portfolio, value $8,944,320.

    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 105,520 shares
    Change vs previous 13F -6,292 shares

    0.34% of the 13F portfolio, value $9,935,775.

    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 111,812 shares
    Change vs previous 13F -196,302 shares

    0.38% of the 13F portfolio, value $10,637,806.

    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 308,114 shares
    Change vs previous 13F +282,778 shares

    1.13% of the 13F portfolio, value $28,922,649.

    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 25,336 shares
    Change vs previous 13F +8,851 shares

    0.1% of the 13F portfolio, value $2,372,970.

    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 16,485 shares
    Change vs previous 13F -3,572 shares

    0.11% of the 13F portfolio, value $1,463,739.

    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 20,057 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,831,401.

    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).