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Disclosery

Ascent Group, LLC: IJH position timeline

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

Ascent Group, LLC held 26,467 IJH 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 26,467 shares
    Change vs previous 13F +1,891 shares

    0.06% of the 13F portfolio, value $2,040,913.

    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 24,576 shares
    Change vs previous 13F +965 shares

    0.06% of the 13F portfolio, value $1,659,634.

    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 23,611 shares
    Change vs previous 13F +2,486 shares

    0.05% of the 13F portfolio, value $1,558,342.

    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 21,125 shares
    Change vs previous 13F -316 shares

    0.05% of the 13F portfolio, value $1,378,632.

    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 21,441 shares
    Change vs previous 13F -1,631 shares

    0.05% of the 13F portfolio, value $1,329,804.

    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 23,072 shares
    Change vs previous 13F +3,999 shares

    0.06% of the 13F portfolio, value $1,346,260.

    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 19,073 shares
    Change vs previous 13F -5,597 shares

    0.09% of the 13F portfolio, value $1,188,455.

    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 24,670 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,537,433.

    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).