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Ascent Group, LLC: IEFA position timeline

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

Ascent Group, LLC held 115,606 IEFA 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 115,606 shares
    Change vs previous 13F -585 shares

    0.33% of the 13F portfolio, value $11,165,210.

    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 116,191 shares
    Change vs previous 13F -2,739 shares

    0.36% of the 13F portfolio, value $10,518,769.

    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 118,930 shares
    Change vs previous 13F +4,986 shares

    0.36% of the 13F portfolio, value $10,639,476.

    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 113,944 shares
    Change vs previous 13F -51,160 shares

    0.35% of the 13F portfolio, value $9,948,493.

    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 165,104 shares
    Change vs previous 13F -4,112 shares

    0.54% of the 13F portfolio, value $13,782,922.

    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 169,216 shares
    Change vs previous 13F +137,639 shares

    0.55% of the 13F portfolio, value $12,801,205.

    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 31,577 shares
    Change vs previous 13F -5,901 shares

    0.17% of the 13F portfolio, value $2,219,231.

    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 37,478 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,925,158.

    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).