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Disclosery

OneAscent Financial Services LLC: IGV position timeline

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

OneAscent Financial Services LLC held 0 IGV 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 -77,525 shares

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 0 shares

    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 77,525 shares
    Change vs previous 13F +21,378 shares

    0.27% of the 13F portfolio, value $6,205,877.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 36,110 shares
    • OneAscent Wealth Management LLC: 37,357 shares
    • OneAscent Family Office, LLC: 4,058 shares

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

  3. period ended2025-12-31
    13F 56,147 shares
    Change vs previous 13F -1,914 shares

    0.39% of the 13F portfolio, value $5,934,176.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 17,012 shares
    • OneAscent Wealth Management LLC: 35,848 shares
    • OneAscent Family Office, LLC: 3,287 shares

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

  4. period ended2025-09-30
    13F/A 58,061 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $6,677,596.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 17,668 shares
    • OneAscent Wealth Management LLC: 37,927 shares
    • OneAscent Family Office, LLC: 2,466 shares

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