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Disclosery

OneAscent Financial Services LLC: IJR position timeline

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

OneAscent Financial Services LLC held 4,110 IJR 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 4,110 shares
    Change vs previous 13F +178 shares

    0.03% of the 13F portfolio, value $609,553.

    13F-HR 0001780985-26-000003 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).

  2. period ended2026-03-31
    13F 3,932 shares
    Change vs previous 13F -1,100 shares

    0.03% of the 13F portfolio, value $488,757.

    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: 3,932 shares
    • OneAscent Family Office, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 5,032 shares
    Change vs previous 13F +1,191 shares

    0.05% of the 13F portfolio, value $604,787.

    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: 3,322 shares
    • OneAscent Family Office, LLC: 1,710 shares

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

  4. period ended2025-09-30
    13F/A 3,841 shares
    Change vs previous 13F +1,403 shares

    0.05% of the 13F portfolio, value $456,410.

    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: 2,136 shares
    • OneAscent Family Office, LLC: 1,705 shares

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

  5. period ended2025-06-30
    13F 2,438 shares
    Change vs previous 13F +293 shares

    0.02% of the 13F portfolio, value $267,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,438 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  6. period ended2025-03-31
    13F 2,145 shares
    Change vs previous 13F -2,169 shares

    0.1% of the 13F portfolio, value $224,000.

    13F-HR 0001844707-25-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 2,145 shares

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

  7. period ended2024-12-31
    13F 4,314 shares
    Change vs previous 13F +1,955 shares

    0.04% of the 13F portfolio, value $497,000.

    13F-HR 0001844707-25-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,020 shares
    • OneAscent Wealth Management LLC: 2,294 shares

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

  8. period ended2024-09-30
    13F 2,359 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $276,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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