Skip to content
Disclosery

Ascent Group, LLC: IWS position timeline

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

Ascent Group, LLC held 26,936 IWS 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 26,936 shares
    Change vs previous 13F +53 shares

    0.13% of the 13F portfolio, value $4,433,665.

    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 26,883 shares
    Change vs previous 13F -1,194 shares

    0.14% of the 13F portfolio, value $3,917,928.

    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 28,077 shares
    Change vs previous 13F -2,099 shares

    0.14% of the 13F portfolio, value $3,960,260.

    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 30,176 shares
    Change vs previous 13F +2,387 shares

    0.15% of the 13F portfolio, value $4,214,682.

    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 27,789 shares
    Change vs previous 13F -16,110 shares

    0.14% of the 13F portfolio, value $3,672,039.

    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 43,899 shares
    Change vs previous 13F +92 shares

    0.24% of the 13F portfolio, value $5,529,957.

    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 43,807 shares
    Change vs previous 13F +23 shares

    0.43% of the 13F portfolio, value $5,665,997.

    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 43,784 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,790,434.

    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).