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Disclosery

OneAscent Financial Services LLC: EVTR position timeline

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

OneAscent Financial Services LLC held 12,332 EVTR 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 12,332 shares
    Change vs previous 13F +272 shares

    0.03% of the 13F portfolio, value $625,351.

    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 12,060 shares
    Change vs previous 13F +443 shares

    0.03% of the 13F portfolio, value $612,040.

    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 11,617 shares
    Change vs previous 13F +3,219 shares

    0.06% of the 13F portfolio, value $598,264.

    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 8,398 shares
    Change vs previous 13F -1,010 shares

    0.05% of the 13F portfolio, value $432,077.

    13F-HR/A 0001780985-25-000006 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).

  5. period ended2025-06-30
    13F 9,408 shares
    Change vs previous 13F +870 shares

    0.03% of the 13F portfolio, value $479,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 8,538 shares
    Change vs previous 13F +1,815 shares

    0.03% of the 13F portfolio, value $432,000.

    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).

  7. period ended2024-12-31
    13F 6,723 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $335,000.

    13F-HR 0001780985-25-000001 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).