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Disclosery

Ascent Group, LLC: VYMI position timeline

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

Ascent Group, LLC held 16,854 VYMI 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 16,854 shares
    Change vs previous 13F -90 shares

    0.05% of the 13F portfolio, value $1,655,074.

    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 16,944 shares
    Change vs previous 13F +110 shares

    0.06% of the 13F portfolio, value $1,596,806.

    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 16,834 shares
    Change vs previous 13F +134 shares

    0.05% of the 13F portfolio, value $1,515,027.

    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 16,700 shares
    Change vs previous 13F -396 shares

    0.05% of the 13F portfolio, value $1,414,129.

    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 17,096 shares
    Change vs previous 13F +155 shares

    0.05% of the 13F portfolio, value $1,369,533.

    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 16,941 shares
    Change vs previous 13F -3,127 shares

    0.05% of the 13F portfolio, value $1,248,369.

    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 20,068 shares
    Change vs previous 13F +245 shares

    0.1% of the 13F portfolio, value $1,362,201.

    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 19,823 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,455,374.

    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).