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OneAscent Financial Services LLC: JPST position timeline

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

OneAscent Financial Services LLC held 61,146 JPST 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 61,146 shares
    Change vs previous 13F -1,686 shares

    0.12% of the 13F portfolio, value $3,092,156.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 21,450 shares
    • OneAscent Wealth Management LLC: 34,243 shares
    • OneAscent Family Office, LLC: 5,453 shares

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

  2. period ended2026-03-31
    13F 62,832 shares
    Change vs previous 13F +4,006 shares

    0.14% of the 13F portfolio, value $3,179,914.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 22,934 shares
    • OneAscent Wealth Management LLC: 34,718 shares
    • OneAscent Family Office, LLC: 5,180 shares

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

  3. period ended2025-12-31
    13F 58,826 shares
    Change vs previous 13F +7,914 shares

    0.19% of the 13F portfolio, value $2,975,971.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 13,993 shares
    • OneAscent Wealth Management LLC: 40,599 shares
    • OneAscent Family Office, LLC: 4,234 shares

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

  4. period ended2025-09-30
    13F/A 50,912 shares
    Change vs previous 13F -21,521 shares

    0.61% of the 13F portfolio, value $2,582,766.

    13F-HR 0001844707-25-000005 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: 43,794 shares
    • OneAscent Family Office, LLC: 7,118 shares

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

  5. period ended2025-06-30
    13F 72,433 shares
    Change vs previous 13F +12,131 shares

    0.21% of the 13F portfolio, value $3,666,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 22,773 shares
    • OneAscent Wealth Management LLC: 42,432 shares
    • OneAscent Family Office, LLC: 7,228 shares

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

  6. period ended2025-03-31
    13F 60,302 shares
    Change vs previous 13F +14,885 shares

    0.16% of the 13F portfolio, value $3,054,000.

    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: 15,340 shares
    • OneAscent Wealth Management LLC: 36,076 shares
    • OneAscent Family Office, LLC: 8,886 shares

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

  7. period ended2024-12-31
    13F 45,417 shares
    Change vs previous 13F +1,790 shares

    0.16% of the 13F portfolio, value $2,291,000.

    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: 14,454 shares
    • OneAscent Wealth Management LLC: 30,963 shares

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

  8. period ended2024-09-30
    13F 43,627 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,214,000.

    13F-HR 0001844707-24-000001 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: 43,627 shares

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