Skip to content
Disclosery

Ascent Advisors, LLC: IWD position timeline

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

Ascent Advisors, LLC held 1,570 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,570 shares
    Change vs previous 13F -2,469 shares

    0.44% of the 13F portfolio, value $382,892.

    13F-HR 0002085853-26-001014 filed by Ascent Advisors, 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 4,039 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $863,013.

    13F-HR 0002085853-26-000534 filed by Ascent Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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