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Disclosery

Ascent Group, LLC: WEC position timeline

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

Ascent Group, LLC held 24,497 WEC 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 24,497 shares
    Change vs previous 13F -2,057 shares

    0.09% of the 13F portfolio, value $2,860,576.

    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 26,554 shares
    Change vs previous 13F -2,219 shares

    0.11% of the 13F portfolio, value $3,074,131.

    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 28,773 shares
    Change vs previous 13F -759 shares

    0.1% of the 13F portfolio, value $3,034,387.

    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 29,532 shares
    Change vs previous 13F +10,532 shares

    0.12% of the 13F portfolio, value $3,384,049.

    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 19,000 shares
    Change vs previous 13F +1,302 shares

    0.08% of the 13F portfolio, value $1,979,801.

    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 17,698 shares
    Change vs previous 13F +1,885 shares

    0.08% of the 13F portfolio, value $1,928,674.

    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 15,813 shares
    Change vs previous 13F +187 shares

    0.11% of the 13F portfolio, value $1,487,055.

    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 15,626 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,502,909.

    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).