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OneAscent Financial Services LLC: IUSG position timeline

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

OneAscent Financial Services LLC held 2,546 IUSG 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 2,546 shares
    Change vs previous 13F -2,758 shares

    0.02% of the 13F portfolio, value $478,877.

    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: 2,546 shares
    • OneAscent Family Office, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 5,304 shares
    Change vs previous 13F -1,004 shares

    0.04% of the 13F portfolio, value $822,704.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,544 shares
    • OneAscent Family Office, LLC: 2,760 shares

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

  3. period ended2025-12-31
    13F 6,308 shares
    Change vs previous 13F -609 shares

    0.09% of the 13F portfolio, value $1,059,399.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,210 shares
    • OneAscent Family Office, LLC: 4,098 shares

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

  4. period ended2025-09-30
    13F/A 6,917 shares
    Change vs previous 13F -156 shares

    0.12% of the 13F portfolio, value $1,138,123.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,210 shares
    • OneAscent Family Office, LLC: 4,707 shares

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

  5. period ended2025-06-30
    13F 7,073 shares
    Change vs previous 13F -7,493 shares

    0.07% of the 13F portfolio, value $1,064,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,366 shares
    • OneAscent Family Office, LLC: 4,707 shares

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

  6. period ended2025-03-31
    13F 14,566 shares
    Change vs previous 13F +12,845 shares

    0.11% of the 13F portfolio, value $1,862,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,552 shares
    • OneAscent Family Office, LLC: 11,014 shares

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

  7. period ended2024-12-31
    13F 1,721 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $240,000.

    13F-HR 0001780985-25-000001 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).