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Disclosery

OneAscent Financial Services LLC: FRME position timeline

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

OneAscent Financial Services LLC held 97,810 FRME 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 97,810 shares
    Change vs previous 13F +2,479 shares

    0.2% of the 13F portfolio, value $4,273,297.

    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 95,331 shares
    Change vs previous 13F -40,738 shares

    0.2% of the 13F portfolio, value $3,692,184.

    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 136,069 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $5,099,866.

    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 136,069 shares
    Change vs previous 13F -10,073 shares

    0.63% of the 13F portfolio, value $5,129,801.

    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 146,142 shares
    Change vs previous 13F -100,882 shares

    0.4% of the 13F portfolio, value $5,612,000.

    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 247,024 shares
    Change vs previous 13F +123,738 shares

    0.65% of the 13F portfolio, value $9,984,000.

    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 123,286 shares
    Change vs previous 13F +249 shares

    0.42% of the 13F portfolio, value $4,918,000.

    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).

  8. period ended2024-09-30
    13F 123,037 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $4,577,000.

    13F-HR 0001780985-24-000005 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).