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Disclosery

OneAscent Financial Services LLC: FLBL position timeline

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

OneAscent Financial Services LLC held 0 FLBL shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -9,095 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 9,095 shares
    Change vs previous 13F -56,169 shares

    0.02% of the 13F portfolio, value $213,005.

    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: 9,095 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  3. period ended2025-09-30
    13F/A 65,264 shares
    Change vs previous 13F -1,733 shares

    0.14% of the 13F portfolio, value $1,567,641.

    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: 55,261 shares
    • OneAscent Wealth Management LLC: 10,003 shares

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

  4. period ended2025-06-30
    13F 66,997 shares
    Change vs previous 13F -33,516 shares

    0.1% of the 13F portfolio, value $1,623,000.

    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: 55,589 shares
    • OneAscent Wealth Management LLC: 11,408 shares

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

  5. period ended2025-03-31
    13F 100,513 shares
    Change vs previous 13F -78 shares

    0.14% of the 13F portfolio, value $2,419,000.

    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: 83,150 shares
    • OneAscent Wealth Management LLC: 17,363 shares

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

  6. period ended2024-12-31
    13F 100,591 shares
    Change vs previous 13F +74,393 shares

    0.17% of the 13F portfolio, value $2,441,000.

    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: 78,302 shares
    • OneAscent Wealth Management LLC: 22,289 shares

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

  7. period ended2024-09-30
    13F 26,198 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $636,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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