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Disclosery

Ascent Group, LLC: BIV position timeline

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

Ascent Group, LLC held 31,998 BIV 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 31,998 shares
    Change vs previous 13F +15,577 shares

    0.07% of the 13F portfolio, value $2,454,258.

    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 16,421 shares
    Change vs previous 13F -488 shares

    0.04% of the 13F portfolio, value $1,267,373.

    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 16,909 shares
    Change vs previous 13F -2,351 shares

    0.05% of the 13F portfolio, value $1,316,873.

    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 19,260 shares
    Change vs previous 13F -15,885 shares

    0.05% of the 13F portfolio, value $1,504,030.

    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 35,145 shares
    Change vs previous 13F -2,595 shares

    0.11% of the 13F portfolio, value $2,718,130.

    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 37,740 shares
    Change vs previous 13F +16,505 shares

    0.12% of the 13F portfolio, value $2,889,768.

    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 21,235 shares
    Change vs previous 13F -2,690 shares

    0.12% of the 13F portfolio, value $1,586,907.

    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 23,925 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,875,018.

    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).