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Disclosery

Ascent Group, LLC: VOO position timeline

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

Ascent Group, LLC held 25,522 VOO 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 25,522 shares
    Change vs previous 13F +14 shares

    0.52% of the 13F portfolio, value $17,528,686.

    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 25,508 shares
    Change vs previous 13F -370 shares

    0.53% of the 13F portfolio, value $15,242,372.

    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 25,878 shares
    Change vs previous 13F +1,086 shares

    0.55% of the 13F portfolio, value $16,229,381.

    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 24,792 shares
    Change vs previous 13F -4,998 shares

    0.54% of the 13F portfolio, value $15,182,619.

    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 29,790 shares
    Change vs previous 13F -682 shares

    0.66% of the 13F portfolio, value $16,921,685.

    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 30,472 shares
    Change vs previous 13F +19,035 shares

    0.67% of the 13F portfolio, value $15,659,930.

    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 11,437 shares
    Change vs previous 13F -1,106 shares

    0.46% of the 13F portfolio, value $6,162,615.

    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 12,543 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,618,822.

    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).