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Disclosery

OneAscent Financial Services LLC: JPIB position timeline

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

OneAscent Financial Services LLC held 64,474 JPIB 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 64,474 shares
    Change vs previous 13F +1,838 shares

    0.15% of the 13F portfolio, value $3,117,318.

    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 62,636 shares
    Change vs previous 13F +112 shares

    0.16% of the 13F portfolio, value $2,995,254.

    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 62,524 shares
    Change vs previous 13F +4,680 shares

    0.28% of the 13F portfolio, value $3,044,919.

    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 57,844 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,836,091.

    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).