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Disclosery

Ascent Group, LLC: IWR position timeline

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

Ascent Group, LLC held 144,542 IWR 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 144,542 shares
    Change vs previous 13F +16,790 shares

    0.48% of the 13F portfolio, value $15,945,824.

    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 127,752 shares
    Change vs previous 13F +225 shares

    0.43% of the 13F portfolio, value $12,421,285.

    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 127,527 shares
    Change vs previous 13F +10,367 shares

    0.42% of the 13F portfolio, value $12,276,999.

    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 117,160 shares
    Change vs previous 13F +12,373 shares

    0.4% of the 13F portfolio, value $11,311,768.

    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 104,787 shares
    Change vs previous 13F +91,010 shares

    0.38% of the 13F portfolio, value $9,637,228.

    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 13,777 shares
    Change vs previous 13F +9,324 shares

    0.05% of the 13F portfolio, value $1,171,974.

    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 4,453 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $393,606.

    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 4,453 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $392,449.

    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).