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Disclosery

Ascent Group, LLC: IWF position timeline

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

Ascent Group, LLC held 271,653 IWF 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 271,653 shares
    Change vs previous 13F +204,796 shares

    1.01% of the 13F portfolio, value $33,731,122.

    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 66,857 shares
    Change vs previous 13F -1,394 shares

    0.99% of the 13F portfolio, value $28,507,841.

    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 68,251 shares
    Change vs previous 13F -2,673 shares

    1.1% of the 13F portfolio, value $32,303,215.

    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 70,924 shares
    Change vs previous 13F -16,004 shares

    1.18% of the 13F portfolio, value $33,221,527.

    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 86,928 shares
    Change vs previous 13F -4,219 shares

    1.44% of the 13F portfolio, value $36,908,086.

    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 91,147 shares
    Change vs previous 13F +89,931 shares

    1.41% of the 13F portfolio, value $32,912,350.

    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 1,216 shares
    Change vs previous 13F -3,970 shares

    0.04% of the 13F portfolio, value $488,601.

    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 5,186 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,946,799.

    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).