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Disclosery

Ascent Group, LLC: XLF position timeline

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

Ascent Group, LLC held 15,916 XLF 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 15,916 shares
    Change vs previous 13F -1,366 shares

    0.03% of the 13F portfolio, value $853,263.

    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 17,282 shares
    Change vs previous 13F -1,769 shares

    0.03% of the 13F portfolio, value $853,217.

    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 19,051 shares
    Change vs previous 13F +2,731 shares

    0.04% of the 13F portfolio, value $1,043,428.

    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 16,320 shares
    Change vs previous 13F +401 shares

    0.03% of the 13F portfolio, value $879,158.

    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 15,919 shares
    Change vs previous 13F -3,859 shares

    0.03% of the 13F portfolio, value $833,678.

    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 19,778 shares
    Change vs previous 13F -3,374 shares

    0.04% of the 13F portfolio, value $985,143.

    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 23,152 shares
    Change vs previous 13F +5,712 shares

    0.08% of the 13F portfolio, value $1,118,936.

    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 17,440 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $790,381.

    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).