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Disclosery

OneAscent Financial Services LLC: BIBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on BIBL, newest first. How the timeline and the estimate are built.

OneAscent Financial Services LLC held 133,805 BIBL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,805 shares
    Change vs previous 13F -3,712 shares

    0.32% of the 13F portfolio, value $7,744,630.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 120,212 shares
    • OneAscent Wealth Management LLC: 13,593 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 137,517 shares
    Change vs previous 13F +17,541 shares

    0.3% of the 13F portfolio, value $6,483,921.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 120,656 shares
    • OneAscent Wealth Management LLC: 16,861 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 119,976 shares
    Change vs previous 13F +961 shares

    0.39% of the 13F portfolio, value $5,414,507.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 104,819 shares
    • OneAscent Wealth Management LLC: 15,157 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 119,015 shares
    Change vs previous 13F -15,569 shares

    0.48% of the 13F portfolio, value $5,287,837.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 106,328 shares
    • OneAscent Wealth Management LLC: 12,687 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 134,584 shares
    Change vs previous 13F +50,683 shares

    0.33% of the 13F portfolio, value $5,566,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 125,995 shares
    • OneAscent Wealth Management LLC: 8,589 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 83,901 shares
    Change vs previous 13F -579 shares

    0.21% of the 13F portfolio, value $3,224,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services 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 84,480 shares
    Change vs previous 13F +84,480 shares

    0.28% of the 13F portfolio, value $3,287,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.