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Ascension Capital Advisors, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascension Capital Advisors, Inc. on IVW, newest first. How the timeline and the estimate are built.

Ascension Capital Advisors, Inc. held 3,103 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,103 shares
    Change vs previous 13F -232 shares

    0.12% of the 13F portfolio, value $426,756.

    13F-HR 0001689227-26-000004 filed by Ascension Capital Advisors, Inc.
    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 3,335 shares
    Change vs previous 13F +56 shares

    0.12% of the 13F portfolio, value $377,222.

    13F-HR 0001689227-26-000003 filed by Ascension Capital Advisors, Inc.
    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 3,279 shares
    Change vs previous 13F -63,161 shares

    0.14% of the 13F portfolio, value $404,170.

    13F-HR 0001689227-26-000001 filed by Ascension Capital Advisors, Inc.
    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 66,440 shares
    Change vs previous 13F +178 shares

    3.12% of the 13F portfolio, value $8,020,637.

    13F-HR 0001689227-25-000003 filed by Ascension Capital Advisors, Inc.
    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 66,262 shares
    Change vs previous 13F -23,326 shares

    3.05% of the 13F portfolio, value $7,295,446.

    13F-HR 0001085146-25-004678 filed by Ascension Capital Advisors, Inc.
    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 89,588 shares
    Change vs previous 13F -247 shares

    3.8% of the 13F portfolio, value $8,316,454.

    13F-HR 0001085146-25-002618 filed by Ascension Capital Advisors, Inc.
    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 89,835 shares
    Change vs previous 13F +406 shares

    3.97% of the 13F portfolio, value $9,120,948.

    13F-HR 0001085146-25-000781 filed by Ascension Capital Advisors, Inc.
    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 89,429 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $8,562,827.

    13F-HR 0001085146-24-005265 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).