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Disclosery

OneAscent Financial Services LLC: FLEX position timeline

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

OneAscent Financial Services LLC held 9,430 FLEX 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 9,430 shares
    Change vs previous 13F -23,960 shares

    0.06% of the 13F portfolio, value $1,528,320.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,319 shares
    • OneAscent Wealth Management LLC: 3,679 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 1,432 shares

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

  2. period ended2026-03-31
    13F 33,390 shares
    Change vs previous 13F -1,166 shares

    0.09% of the 13F portfolio, value $2,185,709.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 10,509 shares
    • OneAscent Wealth Management LLC: 8,950 shares
    • OneAscent Investment Solutions LLC: 10,702 shares
    • OneAscent Family Office, LLC: 3,229 shares

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

  3. period ended2025-12-31
    13F 34,556 shares
    Change vs previous 13F +6,599 shares

    0.13% of the 13F portfolio, value $2,087,873.

    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: 10,805 shares
    • OneAscent Wealth Management LLC: 9,258 shares
    • OneAscent Investment Solutions LLC: 10,593 shares
    • OneAscent Family Office, LLC: 3,900 shares

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

  4. period ended2025-09-30
    13F/A 27,957 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,620,668.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,844 shares
    • OneAscent Wealth Management LLC: 9,398 shares
    • OneAscent Investment Solutions LLC: 10,715 shares

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