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Disclosery

OneAscent Financial Services LLC: FTNT position timeline

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

OneAscent Financial Services LLC held 11,953 FTNT 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 11,953 shares
    Change vs previous 13F +1,349 shares

    0.07% of the 13F portfolio, value $1,836,220.

    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: 3,719 shares
    • OneAscent Wealth Management LLC: 2,944 shares
    • OneAscent Investment Solutions LLC: 3,095 shares
    • OneAscent Family Office, LLC: 2,195 shares

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

  2. period ended2026-03-31
    13F 10,604 shares
    Change vs previous 13F +398 shares

    0.04% of the 13F portfolio, value $866,558.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,300 shares
    • OneAscent Wealth Management LLC: 2,695 shares
    • OneAscent Investment Solutions LLC: 3,609 shares

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

  3. period ended2025-12-31
    13F 10,206 shares
    Change vs previous 13F +264 shares

    0.05% of the 13F portfolio, value $810,459.

    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: 3,887 shares
    • OneAscent Wealth Management LLC: 2,682 shares
    • OneAscent Investment Solutions LLC: 3,637 shares

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

  4. period ended2025-09-30
    13F/A 9,942 shares
    Change vs previous 13F +1,596 shares

    0.07% of the 13F portfolio, value $835,923.

    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: 3,492 shares
    • OneAscent Wealth Management LLC: 2,782 shares
    • OneAscent Investment Solutions LLC: 3,668 shares

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

  5. period ended2025-06-30
    13F 8,346 shares
    Change vs previous 13F +261 shares

    0.24% of the 13F portfolio, value $882,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 4,522 shares
    • OneAscent Investment Solutions LLC: 3,824 shares

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

  6. period ended2025-03-31
    13F 8,085 shares
    Change vs previous 13F -889 shares

    0.25% of the 13F portfolio, value $779,000.

    13F-HR 0001844707-25-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 4,348 shares
    • OneAscent Investment Solutions LLC: 3,737 shares

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

  7. period ended2024-12-31
    13F 8,974 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $848,000.

    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: 5,018 shares
    • OneAscent Wealth Management LLC: 3,956 shares

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