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OneAscent Financial Services LLC: FTCB position timeline

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

OneAscent Financial Services LLC held 112,184 FTCB 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 112,184 shares
    Change vs previous 13F +77,032 shares

    0.1% of the 13F portfolio, value $2,339,588.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 37,434 shares
    • OneAscent Wealth Management LLC: 74,750 shares

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

  2. period ended2026-03-31
    13F 35,152 shares
    Change vs previous 13F +3,071 shares

    0.04% of the 13F portfolio, value $736,786.

    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 32,081 shares
    Change vs previous 13F +4,150 shares

    0.06% of the 13F portfolio, value $681,080.

    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 27,931 shares
    Change vs previous 13F +2,580 shares

    0.07% of the 13F portfolio, value $595,210.

    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 25,351 shares
    Change vs previous 13F +5,917 shares

    0.04% of the 13F portfolio, value $534,000.

    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 19,434 shares
    Change vs previous 13F +7,701 shares

    0.03% of the 13F portfolio, value $408,000.

    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 11,733 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $242,000.

    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).