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Disclosery

OneAscent Financial Services LLC: IOO position timeline

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

OneAscent Financial Services LLC held 10,217 IOO 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 10,217 shares
    Change vs previous 13F +3,257 shares

    0.05% of the 13F portfolio, value $1,395,696.

    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: 5,103 shares
    • OneAscent Wealth Management LLC: 1,564 shares
    • OneAscent Family Office, LLC: 3,550 shares

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

  2. period ended2026-03-31
    13F 6,960 shares
    Change vs previous 13F -564 shares

    0.04% of the 13F portfolio, value $841,921.

    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: 5,119 shares
    • OneAscent Wealth Management LLC: 1,841 shares

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

  3. period ended2025-12-31
    13F 7,524 shares
    Change vs previous 13F -9,403 shares

    0.07% of the 13F portfolio, value $953,033.

    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: 5,212 shares
    • OneAscent Wealth Management LLC: 2,312 shares

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

  4. period ended2025-09-30
    13F/A 16,927 shares
    Change vs previous 13F +8,259 shares

    0.18% of the 13F portfolio, value $2,031,457.

    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: 14,236 shares
    • OneAscent Wealth Management LLC: 2,691 shares

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

  5. period ended2025-06-30
    13F 8,668 shares
    Change vs previous 13F -8,426 shares

    0.06% of the 13F portfolio, value $935,000.

    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: 5,644 shares
    • OneAscent Wealth Management LLC: 3,024 shares

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

  6. period ended2025-03-31
    13F 17,094 shares
    Change vs previous 13F -2,473 shares

    0.09% of the 13F portfolio, value $1,646,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 11,721 shares
    • OneAscent Wealth Management LLC: 5,373 shares

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

  7. period ended2024-12-31
    13F 19,567 shares
    Change vs previous 13F +11,874 shares

    0.14% of the 13F portfolio, value $1,972,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 12,818 shares
    • OneAscent Wealth Management LLC: 6,749 shares

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

  8. period ended2024-09-30
    13F 7,693 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $763,000.

    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).