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Disclosery

Ascent Group, LLC: VBR position timeline

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

Ascent Group, LLC held 18,857 VBR 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 18,857 shares
    Change vs previous 13F -255 shares

    0.14% of the 13F portfolio, value $4,581,995.

    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 19,112 shares
    Change vs previous 13F -1,058 shares

    0.14% of the 13F portfolio, value $4,152,166.

    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 20,170 shares
    Change vs previous 13F -650 shares

    0.15% of the 13F portfolio, value $4,271,850.

    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 20,820 shares
    Change vs previous 13F +2,386 shares

    0.15% of the 13F portfolio, value $4,345,373.

    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 18,434 shares
    Change vs previous 13F -144 shares

    0.14% of the 13F portfolio, value $3,594,840.

    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 18,578 shares
    Change vs previous 13F +5,788 shares

    0.15% of the 13F portfolio, value $3,460,920.

    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 12,790 shares
    Change vs previous 13F -467 shares

    0.19% of the 13F portfolio, value $2,534,753.

    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 13,257 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,661,814.

    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).