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Disclosery

Ascent Group, LLC: VOT position timeline

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

Ascent Group, LLC held 25,720 VOT 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 25,720 shares
    Change vs previous 13F -1,078 shares

    0.24% of the 13F portfolio, value $7,878,036.

    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 26,798 shares
    Change vs previous 13F -624 shares

    0.24% of the 13F portfolio, value $6,896,465.

    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 27,422 shares
    Change vs previous 13F -189 shares

    0.26% of the 13F portfolio, value $7,654,577.

    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 27,611 shares
    Change vs previous 13F +2,439 shares

    0.29% of the 13F portfolio, value $8,111,835.

    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 25,172 shares
    Change vs previous 13F -22,725 shares

    0.28% of the 13F portfolio, value $7,158,665.

    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 47,897 shares
    Change vs previous 13F +854 shares

    0.5% of the 13F portfolio, value $11,717,522.

    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 47,043 shares
    Change vs previous 13F -536 shares

    0.9% of the 13F portfolio, value $11,937,162.

    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 47,579 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $11,584,059.

    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).