OneAscent Financial Services LLC: GRID position timeline

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

OneAscent Financial Services LLC held 4,215 GRID shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 4,215 shares
Change vs previous 13F +4,215 shares
0.04% of the 13F portfolio, value $808,232.
13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
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 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.