|
Q2 2026
|
|
|
Reported by Ascent Group, LLC
|
13F-NT |
8/3/2026 |
000175948526000004 |
|
Q1 2026
|
|
|
Reported by Ascent Group, LLC
|
13F-NT |
5/15/2026 |
000175948526000003 |
|
Q4 2025
|
|
|
Reported by Ascent Group, LLC
|
13F-NT |
1/20/2026 |
000175948526000001 |
|
Q3 2025
|
|
|
Reported by Ascent Group, LLC
|
13F-NT |
10/20/2025 |
000175948525000008 |
|
Q2 2025
|
|
|
Reported by Ascent Group, LLC
|
13F-NT |
7/23/2025 |
000175948525000007 |
|
Q1 2025
|
|
|
Reported by Ascent Group, LLC
|
13F-NT |
5/8/2025 |
000175948525000004 |
|
Q4 2024
|
|
|
Reported by Ascent Group, LLC
|
13F-NT |
2/14/2025 |
000175948525000002 |
|
Q3 2024
|
291 |
851,381 |
SPYM, IVW, IWF, SPYV
|
13F-HR
|
11/14/2024 |
000175948524000007 |
|
Q2 2024
|
278 |
831,558 |
SPYM, IVW, IWF, SPYV
|
13F-HR
|
8/13/2024 |
000175948524000006 |
|
Q1 2024
|
169 |
739,483 |
IWF, IWD, VEA, SPYV
|
13F-HR
|
5/10/2024 |
000175948524000005 |
|
Q4 2023
|
167 |
764,776 |
IWF, IWD, VEA, SPYV
|
13F-HR
|
1/23/2024 |
000175948524000001 |
|
Q3 2023
|
160 |
606,970 |
IWF, IWD, VEA, SPYV
|
13F-HR
|
10/11/2023 |
000175948523000008 |
|
Q2 2023
|
172 |
464,235 |
IWF, IWD, SPYV, SPYG
|
13F-HR
|
7/26/2023 |
000175948523000007 |
|
Q1 2023
|
170 |
434,327 |
IWD, IWF, SPYV, SPYG
|
13F-HR
|
5/1/2023 |
000175948523000006 |
|
Q4 2022
|
176 |
423,424 |
IWD, IWF, SPYV, SPYG
|
13F-HR
|
2/2/2023 |
000175948523000001 |
|
Q3 2022
|
171 |
353,299 |
IWD, IWF, MUB, SPYV
|
13F-HR
|
11/9/2022 |
000175948522000008 |
|
Q2 2022
|
183 |
357,373 |
IWD, IWF, SPYV, MUB
|
13F-HR
|
8/8/2022 |
000175948522000007 |
|
Q1 2022
|
184 |
437,012 |
IWD, IWF, SPYV, VEA
|
13F-HR
|
5/10/2022 |
000175948522000006 |
|
Q4 2021
|
99 |
365,048 |
IWF, IWD, SPYV, VEA
|
13F-HR
|
1/26/2022 |
000175948522000002 |
|
Q3 2021
|
94 |
338,747 |
IWF, IWD, SPYV, VEA
|
RESTATEMENT
|
11/15/2021 |
000175948521000007 |
|
Q2 2021
|
94 |
332,538 |
IWF, IWD, SPYV, VEA
|
13F-HR
|
8/5/2021 |
000175948521000004 |
|
Q1 2021
|
88 |
303,486 |
VEA, IWF, IWD, SPYV
|
13F-HR
|
5/12/2021 |
000175948521000003 |
|
Q4 2020
|
86 |
283,612 |
VEA, IWF, SPYV, IWD
|
13F-HR
|
2/8/2021 |
000175948521000001 |
|
Q3 2020
|
84 |
250,965 |
VEA, IWF, SPYV, IWD
|
13F-HR
|
11/9/2020 |
000175948520000006 |
|
Q2 2020
|
76 |
189,858 |
IWF, VEA, EFA, IWD
|
13F-HR
|
8/11/2020 |
000175948520000005 |
|
Q1 2020
|
67 |
165,137 |
IWF, IWD, VEA, EFA
|
13F-HR
|
4/29/2020 |
000175948520000003 |
|
Q4 2019
|
63 |
219,506 |
VEA, IWB, IWD, IWF
|
13F-HR
|
1/29/2020 |
000175948520000001 |
|
Q3 2019
|
76 |
201,807 |
VEA, IWB, IWD, IWF
|
13F-HR
|
10/25/2019 |
000175948519000005 |
|
Q2 2019
|
72 |
195,134 |
VEA, IWB, IWD, IWF
|
13F-HR
|
8/7/2019 |
000175948519000004 |
|
Q1 2019
|
1,241 |
205,414 |
VEA, IWB, IWD, IWF
|
13F-HR
|
5/14/2019 |
000175948519000003 |
|
Q4 2018
|
1,207 |
164,120 |
VEA, IWD, IWF, EFA
|
13F-HR
|
2/14/2019 |
000175948519000001 |