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Disclosery

OneAscent Financial Services LLC: GPI position timeline

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

OneAscent Financial Services LLC held 0 GPI 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 0 shares
    Change vs previous 13F -858 shares

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions 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.

  2. period ended2026-03-31
    13F 858 shares
    Change vs previous 13F -534 shares

    0.28% of the 13F portfolio, value $283,681.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 858 shares

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

  3. period ended2025-12-31
    13F 1,392 shares
    Change vs previous 13F -29 shares

    0.14% of the 13F portfolio, value $547,474.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 513 shares
    • OneAscent Investment Solutions LLC: 879 shares

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

  4. period ended2025-09-30
    13F/A 1,421 shares
    Change vs previous 13F -562 shares

    0.16% of the 13F portfolio, value $621,701.

    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: 0 shares
    • OneAscent Wealth Management LLC: 542 shares
    • OneAscent Investment Solutions LLC: 879 shares

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

  5. period ended2025-06-30
    13F 1,983 shares
    Change vs previous 13F +1,103 shares

    0.05% of the 13F portfolio, value $870,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 463 shares
    • OneAscent Wealth Management LLC: 496 shares
    • OneAscent Investment Solutions LLC: 1,024 shares

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

  6. period ended2025-03-31
    13F 880 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $336,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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