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Disclosery

OneAscent Financial Services LLC: NU position timeline

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

OneAscent Financial Services LLC held 0 NU shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -28,775 shares

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 28,775 shares
    Change vs previous 13F +2,803 shares

    0.02% of the 13F portfolio, value $298,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 16,294 shares
    • OneAscent Wealth Management LLC: 12,481 shares

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

  3. period ended2024-09-30
    13F 25,972 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $355,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 14,251 shares
    • OneAscent Wealth Management LLC: 11,721 shares

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