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Disclosery

Ascent Group, LLC: IEF position timeline

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

Ascent Group, LLC held 24,882 IEF 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 24,882 shares
    Change vs previous 13F +4,158 shares

    0.07% of the 13F portfolio, value $2,353,090.

    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 20,724 shares
    Change vs previous 13F +594 shares

    0.07% of the 13F portfolio, value $1,977,898.

    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 20,130 shares
    Change vs previous 13F -1,903 shares

    0.07% of the 13F portfolio, value $1,935,700.

    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 22,033 shares
    Change vs previous 13F +1,526 shares

    0.08% of the 13F portfolio, value $2,125,304.

    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 20,507 shares
    Change vs previous 13F +4,923 shares

    0.08% of the 13F portfolio, value $1,963,955.

    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 15,584 shares
    Change vs previous 13F +4,484 shares

    0.06% of the 13F portfolio, value $1,486,246.

    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 11,100 shares
    Change vs previous 13F +1,513 shares

    0.08% of the 13F portfolio, value $1,026,195.

    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 9,587 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $940,676.

    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).