OneAscent Financial Services LLC: CLOB position timeline

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

OneAscent Financial Services LLC held 34,317 CLOB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 34,317 shares
Change vs previous 13F +27,818 shares
0.87% of the 13F portfolio, value $1,733,400.
13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,499 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $324,851.
13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).