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Disclosery

OneAscent Financial Services LLC: JGRW position timeline

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

OneAscent Financial Services LLC held 15,916 JGRW 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 15,916 shares
    Change vs previous 13F -6,670 shares

    0.02% of the 13F portfolio, value $431,640.

    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 22,586 shares
    Change vs previous 13F -2,232 shares

    0.03% of the 13F portfolio, value $549,174.

    13F-HR 0001780985-26-000002 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).

  3. period ended2025-12-31
    13F 24,818 shares
    Change vs previous 13F -256 shares

    0.06% of the 13F portfolio, value $671,702.

    13F-HR 0001780985-26-000001 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).

  4. period ended2025-09-30
    13F/A 25,074 shares
    Change vs previous 13F +330 shares

    0.08% of the 13F portfolio, value $684,184.

    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).

  5. period ended2025-06-30
    13F 24,744 shares
    Change vs previous 13F +14,457 shares

    0.05% of the 13F portfolio, value $656,000.

    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).

  6. period ended2025-03-31
    13F 10,287 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,000.

    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).