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Disclosery

OneAscent Financial Services LLC: EIPI position timeline

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

OneAscent Financial Services LLC held 83,379 EIPI 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 83,379 shares
    Change vs previous 13F +32,340 shares

    0.92% of the 13F portfolio, value $1,820,997.

    13F-HR 0002055812-26-000003 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).

  2. period ended2026-03-31
    13F 51,039 shares
    Change vs previous 13F +6,149 shares

    0.8% of the 13F portfolio, value $1,147,867.

    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 44,890 shares
    Change vs previous 13F +18,790 shares

    0.6% of the 13F portfolio, value $891,964.

    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 26,100 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $517,302.

    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).