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Disclosery

Ascent Group, LLC: IUSB position timeline

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

Ascent Group, LLC held 28,089 IUSB 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 28,089 shares
    Change vs previous 13F +11,838 shares

    0.04% of the 13F portfolio, value $1,296,312.

    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 16,251 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $750,633.

    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 16,176 shares
    Change vs previous 13F -1,338 shares

    0.03% of the 13F portfolio, value $752,831.

    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 17,514 shares
    Change vs previous 13F -4,140 shares

    0.03% of the 13F portfolio, value $818,082.

    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 21,654 shares
    Change vs previous 13F +8,594 shares

    0.04% of the 13F portfolio, value $1,001,067.

    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 13,060 shares
    Change vs previous 13F +4,515 shares

    0.03% of the 13F portfolio, value $601,808.

    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 8,545 shares
    Change vs previous 13F -19,028 shares

    0.03% of the 13F portfolio, value $386,236.

    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 27,573 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,299,242.

    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).