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Disclosery

Ascent Group, LLC: IVV position timeline

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

Ascent Group, LLC held 36,084 IVV 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 36,084 shares
    Change vs previous 13F +294 shares

    0.81% of the 13F portfolio, value $27,023,244.

    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 35,790 shares
    Change vs previous 13F -15 shares

    0.81% of the 13F portfolio, value $23,378,527.

    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 35,805 shares
    Change vs previous 13F +4,032 shares

    0.84% of the 13F portfolio, value $24,524,345.

    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 31,773 shares
    Change vs previous 13F +111 shares

    0.75% of the 13F portfolio, value $21,265,899.

    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 31,662 shares
    Change vs previous 13F +697 shares

    0.77% of the 13F portfolio, value $19,659,072.

    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 30,965 shares
    Change vs previous 13F +13,090 shares

    0.75% of the 13F portfolio, value $17,398,950.

    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 17,875 shares
    Change vs previous 13F -4,164 shares

    0.79% of the 13F portfolio, value $10,522,599.

    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 22,039 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $12,712,482.

    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).