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Disclosery

OneAscent Financial Services LLC: NI position timeline

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

OneAscent Financial Services LLC held 6,163 NI 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 6,163 shares
    Change vs previous 13F -7,045 shares

    0.28% of the 13F portfolio, value $293,051.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Investment Solutions LLC: 6,163 shares

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

  2. period ended2026-03-31
    13F 13,208 shares
    Change vs previous 13F +6,293 shares

    0.03% of the 13F portfolio, value $616,284.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 5,291 shares
    • OneAscent Investment Solutions LLC: 7,917 shares

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

  3. period ended2025-12-31
    13F 6,915 shares
    Change vs previous 13F -4,746 shares

    0.31% of the 13F portfolio, value $288,770.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 6,915 shares

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

  4. period ended2025-09-30
    13F 11,661 shares
    Change vs previous 13F +4,096 shares

    0.13% of the 13F portfolio, value $504,921.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 4,740 shares
    • OneAscent Investment Solutions LLC: 6,921 shares

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

  5. period ended2025-06-30
    13F 7,565 shares
    Change vs previous 13F -1,346 shares

    0.33% of the 13F portfolio, value $305,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions 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 8,911 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $357,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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