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Disclosery

OneAscent Financial Services LLC: FTSL position timeline

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

OneAscent Financial Services LLC held 14,861 FTSL 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 14,861 shares
    Change vs previous 13F -5,728 shares

    0.2% of the 13F portfolio, value $665,030.

    13F-HR 0001844707-26-000003 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).

  2. period ended2026-03-31
    13F 20,589 shares
    Change vs previous 13F -32,616 shares

    0.3% of the 13F portfolio, value $922,365.

    13F-HR 0001844707-26-000002 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).

  3. period ended2025-12-31
    13F 53,205 shares
    Change vs previous 13F +2,295 shares

    0.81% of the 13F portfolio, value $2,441,060.

    13F-HR 0001844707-26-000001 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).

  4. period ended2025-09-30
    13F 50,910 shares
    Change vs previous 13F -1,183 shares

    0.78% of the 13F portfolio, value $2,333,732.

    13F-HR 0001844707-25-000005 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).

  5. period ended2025-06-30
    13F 52,093 shares
    Change vs previous 13F +4,054 shares

    0.88% of the 13F portfolio, value $2,391,000.

    13F-HR 0001844707-25-000004 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).

  6. period ended2025-03-31
    13F 48,039 shares
    Change vs previous 13F +4,445 shares

    0.95% of the 13F portfolio, value $2,193,000.

    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: 48,039 shares

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

  7. period ended2024-12-31
    13F 43,594 shares
    Change vs previous 13F +35,312 shares

    0.14% of the 13F portfolio, value $2,016,000.

    13F-HR 0001844707-25-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,394 shares
    • OneAscent Wealth Management LLC: 39,200 shares

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

  8. period ended2024-09-30
    13F 8,282 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $380,000.

    13F-HR 0001844707-24-000001 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: 8,282 shares

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