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OneAscent Financial Services LLC: BPOP position timeline

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

OneAscent Financial Services LLC held 7,862 BPOP 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 7,862 shares
    Change vs previous 13F -1,324 shares

    0.05% of the 13F portfolio, value $1,290,784.

    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: 2,087 shares
    • OneAscent Wealth Management LLC: 3,282 shares
    • OneAscent Investment Solutions LLC: 2,493 shares

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

  2. period ended2026-03-31
    13F 9,186 shares
    Change vs previous 13F -1,491 shares

    0.05% of the 13F portfolio, value $1,232,486.

    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: 2,559 shares
    • OneAscent Wealth Management LLC: 3,375 shares
    • OneAscent Investment Solutions LLC: 3,252 shares

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

  3. period ended2025-12-31
    13F 10,677 shares
    Change vs previous 13F +767 shares

    0.09% of the 13F portfolio, value $1,329,501.

    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: 3,946 shares
    • OneAscent Wealth Management LLC: 3,478 shares
    • OneAscent Investment Solutions LLC: 3,253 shares

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

  4. period ended2025-09-30
    13F/A 9,910 shares
    Change vs previous 13F -151 shares

    0.1% of the 13F portfolio, value $1,258,669.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,375 shares
    • OneAscent Wealth Management LLC: 3,538 shares
    • OneAscent Investment Solutions LLC: 2,997 shares

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

  5. period ended2025-06-30
    13F 10,061 shares
    Change vs previous 13F -3,872 shares

    0.06% of the 13F portfolio, value $1,111,000.

    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: 3,741 shares
    • OneAscent Wealth Management LLC: 3,535 shares
    • OneAscent Investment Solutions LLC: 2,785 shares

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

  6. period ended2025-03-31
    13F 13,933 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,283,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,900 shares
    • OneAscent Wealth Management LLC: 3,332 shares
    • OneAscent Investment Solutions LLC: 2,701 shares

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