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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

  1. period ended2026-06-30
    13F 14,437 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,400 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,718 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,327 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,623 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,820 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,227 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).