Skip to content
Disclosery

Ascent Group, LLC: IVW position timeline

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

Ascent Group, LLC held 736,912 IVW 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 736,912 shares
    Change vs previous 13F +4,409 shares

    3.03% of the 13F portfolio, value $101,347,456.

    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 732,503 shares
    Change vs previous 13F +30,364 shares

    2.87% of the 13F portfolio, value $82,853,374.

    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 702,139 shares
    Change vs previous 13F +8,675 shares

    2.96% of the 13F portfolio, value $86,545,549.

    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 693,464 shares
    Change vs previous 13F -39,738 shares

    2.96% of the 13F portfolio, value $83,714,922.

    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 733,202 shares
    Change vs previous 13F -72,921 shares

    3.14% of the 13F portfolio, value $80,725,530.

    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 806,123 shares
    Change vs previous 13F +623,555 shares

    3.21% of the 13F portfolio, value $74,832,417.

    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 182,568 shares
    Change vs previous 13F +2,197 shares

    1.39% of the 13F portfolio, value $18,536,143.

    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 180,371 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $17,270,504.

    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).