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Disclosery

OneAscent Financial Services LLC: CGMS position timeline

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

OneAscent Financial Services LLC held 151,048 CGMS 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 151,048 shares
    Change vs previous 13F +27,981 shares

    0.2% of the 13F portfolio, value $4,128,137.

    13F-HR 0001780985-26-000003 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).

  2. period ended2026-03-31
    13F 123,067 shares
    Change vs previous 13F +15,342 shares

    0.18% of the 13F portfolio, value $3,351,105.

    13F-HR 0001780985-26-000002 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).

  3. period ended2025-12-31
    13F 107,725 shares
    Change vs previous 13F +2,143 shares

    0.27% of the 13F portfolio, value $2,975,360.

    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 105,582 shares
    Change vs previous 13F +926 shares

    0.36% of the 13F portfolio, value $2,929,892.

    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 104,656 shares
    Change vs previous 13F -30,181 shares

    0.21% of the 13F portfolio, value $2,891,000.

    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 134,837 shares
    Change vs previous 13F +97,683 shares

    0.24% of the 13F portfolio, value $3,681,000.

    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 37,154 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,014,000.

    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).