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Manager record

Ascent Group, LLC

Virginia Beach, VA · CIK 1913231 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.34BReported 13F valueQ2 2026 · as filed
3,754Holdings listed
+15.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $2.6B$2.6BQ2 20252,609 holdingsQ3 2025: $2.8B$2.8BQ3 20254,667 holdingsQ4 2025: $2.9B$2.9BQ4 20252,604 holdingsQ1 2026: $2.9B$2.9BQ1 20262,718 holdingsQ2 2026: $3.3B$3.3BQ2 20263,754 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 03 2026 13F-HR · period Q2 2026

$3.34B · 3,754 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$2.89B · 2,718 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$2.93B · 2,604 holdings listed · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$2.83B · 4,667 holdings listed · View original SEC filing ↗
Jul 21 2025 13F-HR · period Q2 2025

$2.57B · 2,609 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 03, 2026 · Change methodology