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Disclosery

Ascent Group, LLC: WFC position timeline

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

Ascent Group, LLC held 46,888 WFC 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 46,888 shares
    Change vs previous 13F +1,441 shares

    0.12% of the 13F portfolio, value $3,874,880.

    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 45,447 shares
    Change vs previous 13F -1,468 shares

    0.13% of the 13F portfolio, value $3,618,054.

    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 46,915 shares
    Change vs previous 13F -742 shares

    0.15% of the 13F portfolio, value $4,372,565.

    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 47,657 shares
    Change vs previous 13F +15,388 shares

    0.14% of the 13F portfolio, value $3,994,676.

    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 32,269 shares
    Change vs previous 13F -10,760 shares

    0.1% of the 13F portfolio, value $2,585,398.

    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 43,029 shares
    Change vs previous 13F -13,199 shares

    0.13% of the 13F portfolio, value $3,089,045.

    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 56,228 shares
    Change vs previous 13F +4,193 shares

    0.3% of the 13F portfolio, value $3,949,454.

    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 52,035 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,939,438.

    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).