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Disclosery

OneAscent Financial Services LLC: MGV position timeline

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

OneAscent Financial Services LLC held 16,410 MGV 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 16,410 shares
    Change vs previous 13F -1,790 shares

    0.5% of the 13F portfolio, value $2,682,137.

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

    • OneAscent Wealth Management LLC: 13,772 shares
    • OneAscent Family Office, LLC: 2,638 shares

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

  2. period ended2026-03-31
    13F 18,200 shares
    Change vs previous 13F +2,754 shares

    0.59% of the 13F portfolio, value $2,638,149.

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

    • OneAscent Wealth Management LLC: 15,564 shares
    • OneAscent Family Office, LLC: 2,636 shares

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

  3. period ended2025-12-31
    13F 15,446 shares
    Change vs previous 13F -372 shares

    0.49% of the 13F portfolio, value $2,180,396.

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

    • OneAscent Wealth Management LLC: 13,353 shares
    • OneAscent Family Office, LLC: 2,093 shares

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

  4. period ended2025-09-30
    13F 15,818 shares
    Change vs previous 13F +977 shares

    0.52% of the 13F portfolio, value $2,178,772.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 13,967 shares
    • OneAscent Family Office, LLC: 1,851 shares

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

  5. period ended2025-06-30
    13F 14,841 shares
    Change vs previous 13F +776 shares

    0.72% of the 13F portfolio, value $1,947,000.

    13F-HR 0001844707-25-000004 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).

  6. period ended2025-03-31
    13F 14,065 shares
    Change vs previous 13F +3,236 shares

    0.79% of the 13F portfolio, value $1,812,000.

    13F-HR 0001844707-25-000003 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).

  7. period ended2024-12-31
    13F 10,829 shares
    Change vs previous 13F +3,727 shares

    0.56% of the 13F portfolio, value $1,353,000.

    13F-HR 0001844707-25-000001 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).

  8. period ended2024-09-30
    13F 7,102 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $911,000.

    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).