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Disclosery

Ascent Group, LLC: JIRE position timeline

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

Ascent Group, LLC held 75,733 JIRE 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 75,733 shares
    Change vs previous 13F -3,757 shares

    0.19% of the 13F portfolio, value $6,247,216.

    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 79,490 shares
    Change vs previous 13F +56,736 shares

    0.21% of the 13F portfolio, value $6,020,572.

    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 22,754 shares
    Change vs previous 13F -1,088 shares

    0.06% of the 13F portfolio, value $1,703,819.

    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 23,842 shares
    Change vs previous 13F +10,342 shares

    0.06% of the 13F portfolio, value $1,753,340.

    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 13,500 shares
    Change vs previous 13F +1,367 shares

    0.04% of the 13F portfolio, value $955,395.

    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 12,133 shares
    Change vs previous 13F -266 shares

    0.03% of the 13F portfolio, value $773,115.

    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 12,399 shares
    Change vs previous 13F -298 shares

    0.05% of the 13F portfolio, value $725,466.

    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 12,697 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $838,383.

    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).