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Disclosery

Ascent Group, LLC: TWFG position timeline

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

Ascent Group, LLC held 212,310 TWFG 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 212,310 shares
    Change vs previous 13F +37,868 shares

    0.15% of the 13F portfolio, value $5,106,056.

    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 174,442 shares
    Change vs previous 13F +72,040 shares

    0.11% of the 13F portfolio, value $3,207,988.

    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 102,402 shares
    Change vs previous 13F +12,000 shares

    0.1% of the 13F portfolio, value $2,946,106.

    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 90,402 shares
    Change vs previous 13F +41,855 shares

    0.09% of the 13F portfolio, value $2,480,631.

    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 48,547 shares
    Change vs previous 13F +4,664 shares

    0.07% of the 13F portfolio, value $1,699,145.

    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 43,883 shares
    Change vs previous 13F +24,887 shares

    0.06% of the 13F portfolio, value $1,356,424.

    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 18,996 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $585,077.

    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).