Skip to content
Disclosery

Ascent Group, LLC: ITOT position timeline

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

Ascent Group, LLC held 8,882 ITOT 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 8,882 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $1,459,046.

    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 8,937 shares
    Change vs previous 13F +1,787 shares

    0.04% of the 13F portfolio, value $1,272,897.

    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 7,150 shares
    Change vs previous 13F -59 shares

    0.04% of the 13F portfolio, value $1,063,134.

    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 7,209 shares
    Change vs previous 13F +120 shares

    0.04% of the 13F portfolio, value $1,049,990.

    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 7,089 shares
    Change vs previous 13F -849 shares

    0.04% of the 13F portfolio, value $957,299.

    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 7,938 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $968,515.

    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).