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Disclosery

OneAscent Financial Services LLC: DBP position timeline

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

OneAscent Financial Services LLC held 9,854 DBP 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 9,854 shares
    Change vs previous 13F +762 shares

    0.04% of the 13F portfolio, value $911,255.

    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 9,092 shares
    Change vs previous 13F +1,786 shares

    0.05% of the 13F portfolio, value $1,000,504.

    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 7,306 shares
    Change vs previous 13F +2,720 shares

    0.07% of the 13F portfolio, value $751,149.

    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 4,586 shares
    Change vs previous 13F +1,574 shares

    0.05% of the 13F portfolio, value $407,818.

    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 3,012 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $226,000.

    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 2,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,000.

    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).