Ascent Group, LLC: VTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Group, LLC on VTR, newest first. How the timeline and the estimate are built.
Ascent Group, LLC held 14,437 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 14,437 sharesChange vs previous 13F +1,037 shares
0.04% of the 13F portfolio, value $1,282,020.
13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,400 sharesChange vs previous 13F +1,682 shares
0.04% of the 13F portfolio, value $1,095,863.
13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,718 sharesChange vs previous 13F +391 shares
0.03% of the 13F portfolio, value $906,747.
13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,327 sharesChange vs previous 13F +3,704 shares
0.03% of the 13F portfolio, value $792,743.
13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,623 sharesChange vs previous 13F -2,197 shares
0.02% of the 13F portfolio, value $481,415.
13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,820 sharesChange vs previous 13F +3,593 shares
0.03% of the 13F portfolio, value $675,234.
13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,227 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $366,708.
13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).