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Disclosery

OneAscent Financial Services LLC: BOXX position timeline

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

OneAscent Financial Services LLC held 18,453 BOXX 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 18,453 shares
    Change vs previous 13F +373 shares

    0.09% of the 13F portfolio, value $2,160,662.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,812 shares
    • OneAscent Wealth Management LLC: 15,641 shares

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

  2. period ended2026-03-31
    13F 18,080 shares
    Change vs previous 13F -601 shares

    0.1% of the 13F portfolio, value $2,102,523.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 5,110 shares
    • OneAscent Wealth Management LLC: 12,970 shares

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

  3. period ended2025-12-31
    13F 18,681 shares
    Change vs previous 13F +9,647 shares

    0.16% of the 13F portfolio, value $2,150,183.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 6,074 shares
    • OneAscent Wealth Management LLC: 12,607 shares

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

  4. period ended2025-09-30
    13F/A 9,034 shares
    Change vs previous 13F +5,239 shares

    0.09% of the 13F portfolio, value $1,028,612.

    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: 6,695 shares
    • OneAscent Wealth Management LLC: 2,339 shares

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

  5. period ended2025-06-30
    13F 3,795 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $428,000.

    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).