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Disclosery

OneAscent Financial Services LLC: NEM position timeline

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

OneAscent Financial Services LLC held 3,278 NEM 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 3,278 shares
    Change vs previous 13F -1,112 shares

    0.15% of the 13F portfolio, value $306,131.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Family Office, LLC: 3,278 shares

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

  2. period ended2026-03-31
    13F 4,390 shares
    Change vs previous 13F +2,190 shares

    0.02% of the 13F portfolio, value $475,139.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,958 shares
    • OneAscent Family Office, LLC: 2,432 shares

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

  3. period ended2025-12-31
    13F 2,200 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $219,700.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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