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Disclosery

OneAscent Financial Services LLC: DFIC position timeline

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

OneAscent Financial Services LLC held 5,687 DFIC 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 5,687 shares
    Change vs previous 13F -10,414 shares

    0.01% of the 13F portfolio, value $211,897.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 5,687 shares
    • OneAscent Family Office, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 16,101 shares
    Change vs previous 13F -14,735 shares

    0.4% of the 13F portfolio, value $572,055.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, 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 30,836 shares
    Change vs previous 13F +215 shares

    0.72% of the 13F portfolio, value $1,062,592.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, 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 30,621 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,004,063.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, 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 30,621 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $952,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, 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 30,621 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $852,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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