Ascent Group, LLC: IVZ position timeline

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

Ascent Group, LLC held 28,970 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 28,970 shares
Change vs previous 13F +19,764 shares
0.02% of the 13F portfolio, value $764,519.
13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,206 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $223,614.
13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).