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Disclosery

Ascent Group, LLC: IWB position timeline

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

Ascent Group, LLC held 10,506 IWB 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 10,506 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $4,302,205.

    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 10,431 shares
    Change vs previous 13F +212 shares

    0.13% of the 13F portfolio, value $3,719,148.

    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 10,219 shares
    Change vs previous 13F -197 shares

    0.13% of the 13F portfolio, value $3,816,047.

    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 10,416 shares
    Change vs previous 13F -534 shares

    0.13% of the 13F portfolio, value $3,806,707.

    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 10,950 shares
    Change vs previous 13F -583 shares

    0.14% of the 13F portfolio, value $3,718,319.

    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 11,533 shares
    Change vs previous 13F +4,615 shares

    0.15% of the 13F portfolio, value $3,537,770.

    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 6,918 shares
    Change vs previous 13F -2,554 shares

    0.17% of the 13F portfolio, value $2,228,672.

    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 9,472 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,977,898.

    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).