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Disclosery

OneAscent Financial Services LLC: MUB position timeline

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

OneAscent Financial Services LLC held 15,699 MUB 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 15,699 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $1,689,526.

    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: 13,445 shares
    • OneAscent Family Office, LLC: 2,254 shares

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

  2. period ended2026-03-31
    13F 15,774 shares
    Change vs previous 13F +4,233 shares

    0.08% of the 13F portfolio, value $1,674,410.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 13,520 shares
    • OneAscent Family Office, LLC: 2,254 shares

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

  3. period ended2025-12-31
    13F 11,541 shares
    Change vs previous 13F +6,866 shares

    0.1% of the 13F portfolio, value $1,236,157.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 9,533 shares
    • OneAscent Family Office, LLC: 2,008 shares

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

  4. period ended2025-09-30
    13F/A 4,675 shares
    Change vs previous 13F -1,820 shares

    0.05% of the 13F portfolio, value $497,841.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,667 shares
    • OneAscent Family Office, LLC: 2,008 shares

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

  5. period ended2025-06-30
    13F 6,495 shares
    Change vs previous 13F -3,610 shares

    0.05% of the 13F portfolio, value $679,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,487 shares
    • OneAscent Family Office, LLC: 2,008 shares

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

  6. period ended2025-03-31
    13F 10,105 shares
    Change vs previous 13F -4,885 shares

    0.06% of the 13F portfolio, value $1,067,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,576 shares
    • OneAscent Family Office, LLC: 2,529 shares

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

  7. period ended2024-12-31
    13F 14,990 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,597,000.

    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).