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OneAscent Financial Services LLC: BKR position timeline

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

OneAscent Financial Services LLC held 7,880 BKR 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 7,880 shares
    Change vs previous 13F -3,770 shares

    0.02% of the 13F portfolio, value $437,340.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,869 shares
    • OneAscent Investment Solutions LLC: 4,011 shares

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

  2. period ended2026-03-31
    13F 11,650 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $711,223.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,865 shares
    • OneAscent Investment Solutions LLC: 6,785 shares

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