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Disclosery

Ascent Group, LLC: VO position timeline

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

Ascent Group, LLC held 65,457 VO 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 65,457 shares
    Change vs previous 13F +50,113 shares

    0.16% of the 13F portfolio, value $5,273,859.

    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 15,344 shares
    Change vs previous 13F -316 shares

    0.15% of the 13F portfolio, value $4,406,446.

    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 15,660 shares
    Change vs previous 13F +1,011 shares

    0.16% of the 13F portfolio, value $4,544,802.

    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 14,649 shares
    Change vs previous 13F -118 shares

    0.15% of the 13F portfolio, value $4,302,954.

    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 14,767 shares
    Change vs previous 13F -136 shares

    0.16% of the 13F portfolio, value $4,132,208.

    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 14,903 shares
    Change vs previous 13F +13,049 shares

    0.17% of the 13F portfolio, value $3,854,176.

    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 1,854 shares
    Change vs previous 13F -258 shares

    0.04% of the 13F portfolio, value $489,658.

    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 2,112 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $557,170.

    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).