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Disclosery

OneAscent Financial Services LLC: FTXO position timeline

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

OneAscent Financial Services LLC held 11,726 FTXO 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 11,726 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $484,636.

    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 11,690 shares
    Change vs previous 13F -485 shares

    0.02% of the 13F portfolio, value $422,827.

    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 12,175 shares
    Change vs previous 13F -11,859 shares

    0.04% of the 13F portfolio, value $460,079.

    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 24,034 shares
    Change vs previous 13F +557 shares

    0.1% of the 13F portfolio, value $855,798.

    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 23,477 shares
    Change vs previous 13F +1,631 shares

    0.06% of the 13F portfolio, value $775,000.

    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 21,846 shares
    Change vs previous 13F +1,398 shares

    0.04% of the 13F portfolio, value $664,000.

    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 20,448 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $650,000.

    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).