OneAscent Financial Services LLC: EFV position timeline

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

OneAscent Financial Services LLC held 79,833 EFV 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 79,833 shares
Change vs previous 13F +30,599 shares
0.27% of the 13F portfolio, value $6,111,227.
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
- OneAscent Financial Services LLC: 5,113 shares
- OneAscent Family Office, LLC: 74,720 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 49,234 shares
Change vs previous 13F -267 shares
0.18% of the 13F portfolio, value $3,660,559.
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
- OneAscent Financial Services LLC: 3,336 shares
- OneAscent Family Office, LLC: 45,898 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 49,501 shares
Change vs previous 13F not available
0.29% of the 13F portfolio, value $3,534,877.
13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OneAscent Financial Services LLC: 3,603 shares
- OneAscent Family Office, LLC: 45,898 shares
Acceptance time not in the bulk data set (spec §4.2).