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Disclosery

OneAscent Financial Services LLC: IBN position timeline

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

OneAscent Financial Services LLC held 22,367 IBN 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 22,367 shares
    Change vs previous 13F +22,367 shares

    0.21% of the 13F portfolio, value $649,314.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 13,330 shares
    • OneAscent Family Office, LLC: 9,037 shares

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

  2. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -6,041 shares

    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).

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

  3. period ended2025-06-30
    13F 6,041 shares
    Change vs previous 13F -1,015 shares

    0.01% of the 13F portfolio, value $203,000.

    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).

  4. period ended2025-03-31
    13F 7,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $220,000.

    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).