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Disclosery

Ascent Group, LLC: IVE position timeline

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

Ascent Group, LLC held 342,445 IVE 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 342,445 shares
    Change vs previous 13F -56,091 shares

    2.32% of the 13F portfolio, value $77,755,748.

    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 398,536 shares
    Change vs previous 13F -28,143 shares

    2.91% of the 13F portfolio, value $84,150,814.

    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 426,679 shares
    Change vs previous 13F +116,756 shares

    3.09% of the 13F portfolio, value $90,485,895.

    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 309,923 shares
    Change vs previous 13F +4,071 shares

    2.26% of the 13F portfolio, value $64,002,102.

    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 305,852 shares
    Change vs previous 13F +15,805 shares

    2.33% of the 13F portfolio, value $59,769,480.

    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 290,047 shares
    Change vs previous 13F +247,744 shares

    2.37% of the 13F portfolio, value $55,277,089.

    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 42,303 shares
    Change vs previous 13F +2,454 shares

    0.61% of the 13F portfolio, value $8,074,797.

    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 39,849 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $7,857,027.

    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).