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Disclosery

Ascent Group, LLC: IWD position timeline

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

Ascent Group, LLC held 75,795 IWD 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 75,795 shares
    Change vs previous 13F +1,964 shares

    0.55% of the 13F portfolio, value $18,375,059.

    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 73,831 shares
    Change vs previous 13F -1,722 shares

    0.55% of the 13F portfolio, value $15,775,447.

    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 75,553 shares
    Change vs previous 13F -4,827 shares

    0.54% of the 13F portfolio, value $15,891,796.

    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 80,380 shares
    Change vs previous 13F -37,550 shares

    0.58% of the 13F portfolio, value $16,364,540.

    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 117,930 shares
    Change vs previous 13F -9,245 shares

    0.89% of the 13F portfolio, value $22,905,535.

    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 127,175 shares
    Change vs previous 13F +122,904 shares

    1.03% of the 13F portfolio, value $23,929,344.

    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 4,271 shares
    Change vs previous 13F -7,269 shares

    0.06% of the 13F portfolio, value $790,702.

    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 11,540 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,190,254.

    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).