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Disclosery

OneAscent Financial Services LLC: PANW position timeline

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

OneAscent Financial Services LLC held 8,031 PANW 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 8,031 shares
    Change vs previous 13F -1,472 shares

    0.13% of the 13F portfolio, value $2,738,857.

    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: 8,031 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

  2. period ended2026-03-31
    13F 9,503 shares
    Change vs previous 13F +3,487 shares

    0.08% of the 13F portfolio, value $1,523,584.

    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: 7,978 shares
    • OneAscent Investment Solutions LLC: 1,525 shares

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

  3. period ended2025-12-31
    13F 6,016 shares
    Change vs previous 13F -12 shares

    0.1% of the 13F portfolio, value $1,108,144.

    13F-HR 0001780985-26-000001 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).

  4. period ended2025-09-30
    13F/A 6,028 shares
    Change vs previous 13F +2,625 shares

    0.15% of the 13F portfolio, value $1,227,417.

    13F-HR/A 0001780985-25-000006 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).

  5. period ended2025-06-30
    13F 3,403 shares
    Change vs previous 13F +655 shares

    0.05% of the 13F portfolio, value $690,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 2,748 shares
    Change vs previous 13F +753 shares

    0.03% of the 13F portfolio, value $470,000.

    13F-HR 0001780985-25-000003 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).

  7. period ended2024-12-31
    13F 1,995 shares
    Change vs previous 13F +1,086 shares

    0.03% of the 13F portfolio, value $363,000.

    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).

  8. period ended2024-09-30
    13F 909 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $311,000.

    13F-HR 0001780985-24-000005 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).