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Disclosery

OneAscent Financial Services LLC: GLRY position timeline

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

OneAscent Financial Services LLC held 194,976 GLRY 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 194,976 shares
    Change vs previous 13F +3,916 shares

    0.35% of the 13F portfolio, value $8,518,495.

    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: 180,940 shares
    • OneAscent Wealth Management LLC: 14,036 shares

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

  2. period ended2026-03-31
    13F 191,060 shares
    Change vs previous 13F +16,757 shares

    0.33% of the 13F portfolio, value $7,090,241.

    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: 173,189 shares
    • OneAscent Wealth Management LLC: 17,871 shares

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

  3. period ended2025-12-31
    13F 174,303 shares
    Change vs previous 13F -47,165 shares

    0.45% of the 13F portfolio, value $6,243,538.

    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: 162,248 shares
    • OneAscent Wealth Management LLC: 12,055 shares

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

  4. period ended2025-09-30
    13F/A 221,468 shares
    Change vs previous 13F +76,164 shares

    0.74% of the 13F portfolio, value $8,238,699.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 214,160 shares
    • OneAscent Wealth Management LLC: 7,308 shares

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

  5. period ended2025-06-30
    13F 145,304 shares
    Change vs previous 13F +10,566 shares

    0.34% of the 13F portfolio, value $4,786,000.

    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 134,738 shares
    Change vs previous 13F +429 shares

    0.25% of the 13F portfolio, value $3,889,000.

    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 134,309 shares
    Change vs previous 13F +134,309 shares

    0.35% of the 13F portfolio, value $4,146,000.

    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).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001780985-24-000005 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).

    Exited: the 13F for this period no longer lists the position.