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Disclosery

Ascent Group, LLC: V position timeline

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

Ascent Group, LLC held 48,362 V 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 48,362 shares
    Change vs previous 13F +222 shares

    0.5% of the 13F portfolio, value $16,592,551.

    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 48,140 shares
    Change vs previous 13F -1,070 shares

    0.5% of the 13F portfolio, value $14,550,211.

    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 49,210 shares
    Change vs previous 13F -5,778 shares

    0.59% of the 13F portfolio, value $17,258,503.

    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 54,988 shares
    Change vs previous 13F -3,995 shares

    0.66% of the 13F portfolio, value $18,772,241.

    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 58,983 shares
    Change vs previous 13F -1,597 shares

    0.82% of the 13F portfolio, value $20,942,146.

    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 60,580 shares
    Change vs previous 13F +18,701 shares

    0.91% of the 13F portfolio, value $21,231,022.

    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 41,879 shares
    Change vs previous 13F +2,056 shares

    0.99% of the 13F portfolio, value $13,235,440.

    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 39,823 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $10,949,334.

    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).