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Disclosery

OneAscent Financial Services LLC: ESUM position timeline

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

OneAscent Financial Services LLC held 76,144 ESUM 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 76,144 shares
    Change vs previous 13F +5,279 shares

    0.11% of the 13F portfolio, value $2,332,660.

    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 70,865 shares
    Change vs previous 13F +6,896 shares

    0.1% of the 13F portfolio, value $1,855,252.

    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 63,969 shares
    Change vs previous 13F +31,557 shares

    0.16% of the 13F portfolio, value $1,722,696.

    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 32,412 shares
    Change vs previous 13F -15,311 shares

    0.11% of the 13F portfolio, value $880,972.

    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: 32,412 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  5. period ended2025-06-30
    13F 47,723 shares
    Change vs previous 13F +37,775 shares

    0.07% of the 13F portfolio, value $1,241,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 22,758 shares
    • OneAscent Wealth Management LLC: 24,965 shares

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

  6. period ended2025-03-31
    13F 9,948 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $235,000.

    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).