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Disclosery

OneAscent Financial Services LLC: BND position timeline

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

OneAscent Financial Services LLC held 301,642 BND 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 301,642 shares
    Change vs previous 13F +53,245 shares

    0.97% of the 13F portfolio, value $22,143,568.

    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: 293,579 shares
    • OneAscent Family Office, LLC: 8,063 shares

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

  2. period ended2026-03-31
    13F 248,397 shares
    Change vs previous 13F +181,915 shares

    0.92% of the 13F portfolio, value $18,291,979.

    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: 240,334 shares
    • OneAscent Family Office, LLC: 8,063 shares

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

  3. period ended2025-12-31
    13F 66,482 shares
    Change vs previous 13F +8,057 shares

    0.45% of the 13F portfolio, value $4,924,344.

    13F-HR 0001780985-26-000001 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).

  4. period ended2025-09-30
    13F/A 58,425 shares
    Change vs previous 13F -8,266 shares

    0.53% of the 13F portfolio, value $4,345,037.

    13F-HR/A 0001780985-25-000006 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).

  5. period ended2025-06-30
    13F 66,691 shares
    Change vs previous 13F -16,307 shares

    0.35% of the 13F portfolio, value $4,909,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 82,998 shares
    Change vs previous 13F +43,799 shares

    0.4% of the 13F portfolio, value $6,106,000.

    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 39,199 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,819,000.

    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).