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Disclosery

Ascent Group, LLC: IGM position timeline

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

Ascent Group, LLC held 7,931 IGM 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 7,931 shares
    Change vs previous 13F -289 shares

    0.04% of the 13F portfolio, value $1,297,353.

    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 8,220 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $974,153.

    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 8,229 shares
    Change vs previous 13F -2,472 shares

    0.04% of the 13F portfolio, value $1,062,857.

    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 10,701 shares
    Change vs previous 13F +1,697 shares

    0.05% of the 13F portfolio, value $1,347,791.

    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 9,004 shares
    Change vs previous 13F -1,530 shares

    0.04% of the 13F portfolio, value $1,011,509.

    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 10,534 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $955,118.

    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).