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OneAscent Financial Services LLC: FTSM position timeline

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

OneAscent Financial Services LLC held 3,950 FTSM 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 3,950 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $235,934.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, 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 3,950 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $236,131.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, 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 3,950 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $236,724.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, 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 3,950 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $236,645.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, 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 3,950 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $236,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, 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 3,950 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $236,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, 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 3,950 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $236,000.

    13F-HR 0002055812-25-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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