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Disclosery

Ascent Group, LLC: IBM position timeline

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

Ascent Group, LLC held 17,621 IBM 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 17,621 shares
    Change vs previous 13F -639 shares

    0.15% of the 13F portfolio, value $4,955,377.

    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 18,260 shares
    Change vs previous 13F -849 shares

    0.15% of the 13F portfolio, value $4,426,094.

    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 19,109 shares
    Change vs previous 13F -561 shares

    0.19% of the 13F portfolio, value $5,660,306.

    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 19,670 shares
    Change vs previous 13F +4,297 shares

    0.2% of the 13F portfolio, value $5,550,059.

    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 15,373 shares
    Change vs previous 13F -1,625 shares

    0.18% of the 13F portfolio, value $4,531,801.

    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 16,998 shares
    Change vs previous 13F +2,190 shares

    0.18% of the 13F portfolio, value $4,226,776.

    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 14,808 shares
    Change vs previous 13F +1,729 shares

    0.24% of the 13F portfolio, value $3,255,243.

    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 13,079 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,891,505.

    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).