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Disclosery

Ascent Group, LLC: IP position timeline

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

Ascent Group, LLC held 23,639 IP 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 23,639 shares
    Change vs previous 13F +14,229 shares

    0.03% of the 13F portfolio, value $900,647.

    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 9,410 shares
    Change vs previous 13F -1,223 shares

    0.01% of the 13F portfolio, value $335,931.

    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 10,633 shares
    Change vs previous 13F -29,703 shares

    0.01% of the 13F portfolio, value $418,833.

    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 40,336 shares
    Change vs previous 13F -15,292 shares

    0.07% of the 13F portfolio, value $1,871,609.

    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 55,628 shares
    Change vs previous 13F +487 shares

    0.1% of the 13F portfolio, value $2,605,058.

    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 55,141 shares
    Change vs previous 13F +3,349 shares

    0.13% of the 13F portfolio, value $2,941,772.

    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 51,792 shares
    Change vs previous 13F +9 shares

    0.21% of the 13F portfolio, value $2,787,445.

    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 51,783 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,529,600.

    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).