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Disclosery

OneAscent Financial Services LLC: DGRW position timeline

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

OneAscent Financial Services LLC held 12,327 DGRW 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 12,327 shares
    Change vs previous 13F -221 shares

    0.05% of the 13F portfolio, value $1,178,722.

    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: 9,377 shares
    • OneAscent Family Office, LLC: 2,950 shares

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

  2. period ended2026-03-31
    13F 12,548 shares
    Change vs previous 13F +361 shares

    0.06% of the 13F portfolio, value $1,102,202.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 9,590 shares
    • OneAscent Family Office, LLC: 2,958 shares

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

  3. period ended2025-12-31
    13F 12,187 shares
    Change vs previous 13F -396 shares

    0.09% of the 13F portfolio, value $1,089,863.

    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: 9,229 shares
    • OneAscent Family Office, LLC: 2,958 shares

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

  4. period ended2025-09-30
    13F/A 12,583 shares
    Change vs previous 13F +644 shares

    0.12% of the 13F portfolio, value $1,119,356.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 9,068 shares
    • OneAscent Family Office, LLC: 3,515 shares

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

  5. period ended2025-06-30
    13F 11,939 shares
    Change vs previous 13F -3,576 shares

    0.07% of the 13F portfolio, value $999,000.

    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: 8,424 shares
    • OneAscent Family Office, LLC: 3,515 shares

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

  6. period ended2025-03-31
    13F 15,515 shares
    Change vs previous 13F -5,999 shares

    0.08% of the 13F portfolio, value $1,239,000.

    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: 12,000 shares
    • OneAscent Family Office, LLC: 3,515 shares

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

  7. period ended2024-12-31
    13F 21,514 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,741,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 15,348 shares
    • OneAscent Family Office, LLC: 6,166 shares

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