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Ascent Group, LLC: VEA position timeline

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

Ascent Group, LLC held 146,086 VEA 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 146,086 shares
    Change vs previous 13F +3,025 shares

    0.31% of the 13F portfolio, value $10,408,673.

    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 143,061 shares
    Change vs previous 13F -2,450 shares

    0.32% of the 13F portfolio, value $9,167,419.

    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 145,511 shares
    Change vs previous 13F -15,904 shares

    0.31% of the 13F portfolio, value $9,090,135.

    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 161,415 shares
    Change vs previous 13F -122,372 shares

    0.34% of the 13F portfolio, value $9,672,040.

    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 283,787 shares
    Change vs previous 13F -13,417 shares

    0.63% of the 13F portfolio, value $16,178,714.

    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 297,204 shares
    Change vs previous 13F +121,297 shares

    0.65% of the 13F portfolio, value $15,106,952.

    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 175,907 shares
    Change vs previous 13F -8,550 shares

    0.63% of the 13F portfolio, value $8,411,858.

    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 184,457 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $9,741,195.

    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).