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Ascent Group, LLC: IGSB position timeline

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

Ascent Group, LLC held 70,900 IGSB 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 70,900 shares
    Change vs previous 13F -3,996 shares

    0.11% of the 13F portfolio, value $3,715,850.

    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 74,896 shares
    Change vs previous 13F +1,100 shares

    0.14% of the 13F portfolio, value $3,936,514.

    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 73,796 shares
    Change vs previous 13F -5,023 shares

    0.13% of the 13F portfolio, value $3,902,314.

    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 78,819 shares
    Change vs previous 13F +7,715 shares

    0.15% of the 13F portfolio, value $4,179,734.

    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 71,104 shares
    Change vs previous 13F +1,269 shares

    0.15% of the 13F portfolio, value $3,751,413.

    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 69,835 shares
    Change vs previous 13F +15,579 shares

    0.16% of the 13F portfolio, value $3,657,241.

    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 54,256 shares
    Change vs previous 13F +5,695 shares

    0.21% of the 13F portfolio, value $2,805,018.

    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 48,561 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,557,204.

    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).