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Disclosery

Ascent Group, LLC: IJR position timeline

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

Ascent Group, LLC held 19,533 IJR 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 19,533 shares
    Change vs previous 13F +74 shares

    0.09% of the 13F portfolio, value $2,896,925.

    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 19,459 shares
    Change vs previous 13F -240 shares

    0.08% of the 13F portfolio, value $2,418,963.

    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 19,699 shares
    Change vs previous 13F +2,218 shares

    0.08% of the 13F portfolio, value $2,367,441.

    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 17,481 shares
    Change vs previous 13F -691 shares

    0.07% of the 13F portfolio, value $2,077,218.

    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 18,172 shares
    Change vs previous 13F -3,846 shares

    0.08% of the 13F portfolio, value $1,985,906.

    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 22,018 shares
    Change vs previous 13F +9,937 shares

    0.1% of the 13F portfolio, value $2,302,360.

    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 12,081 shares
    Change vs previous 13F -4,108 shares

    0.1% of the 13F portfolio, value $1,391,982.

    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 16,189 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,893,416.

    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).