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Disclosery

OneAscent Financial Services LLC: OUSM position timeline

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

OneAscent Financial Services LLC held 6,681 OUSM 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 6,681 shares
    Change vs previous 13F -1,360 shares

    0.09% of the 13F portfolio, value $317,481.

    13F-HR 0001844707-26-000003 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).

  2. period ended2026-03-31
    13F 8,041 shares
    Change vs previous 13F -2,538 shares

    0.12% of the 13F portfolio, value $351,713.

    13F-HR 0001844707-26-000002 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).

  3. period ended2025-12-31
    13F 10,579 shares
    Change vs previous 13F -1,868 shares

    0.15% of the 13F portfolio, value $462,725.

    13F-HR 0001844707-26-000001 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).

  4. period ended2025-09-30
    13F 12,447 shares
    Change vs previous 13F -614 shares

    0.19% of the 13F portfolio, value $557,626.

    13F-HR 0001844707-25-000005 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).

  5. period ended2025-06-30
    13F 13,061 shares
    Change vs previous 13F -5,660 shares

    0.21% of the 13F portfolio, value $564,000.

    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 18,721 shares
    Change vs previous 13F +2,527 shares

    0.34% of the 13F portfolio, value $787,000.

    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 16,194 shares
    Change vs previous 13F +4,588 shares

    0.29% of the 13F portfolio, value $708,000.

    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 11,606 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $523,000.

    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).