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OneAscent Financial Services LLC: PG position timeline

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

OneAscent Financial Services LLC held 32,385 PG 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 32,385 shares
    Change vs previous 13F -1,137 shares

    0.18% of the 13F portfolio, value $4,749,050.

    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: 24,825 shares
    • OneAscent Wealth Management LLC: 1,443 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 6,117 shares

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

  2. period ended2026-03-31
    13F 33,522 shares
    Change vs previous 13F +5,702 shares

    0.23% of the 13F portfolio, value $4,841,916.

    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: 27,620 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 2,712 shares
    • OneAscent Family Office, LLC: 3,190 shares

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

  3. period ended2025-12-31
    13F 27,820 shares
    Change vs previous 13F +780 shares

    0.24% of the 13F portfolio, value $3,986,908.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 19,282 shares
    • OneAscent Wealth Management LLC: 3,205 shares
    • OneAscent Investment Solutions LLC: 3,247 shares
    • OneAscent Family Office, LLC: 2,086 shares

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

  4. period ended2025-09-30
    13F/A 27,040 shares
    Change vs previous 13F -9,439 shares

    0.31% of the 13F portfolio, value $4,154,765.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 19,163 shares
    • OneAscent Wealth Management LLC: 3,274 shares
    • OneAscent Investment Solutions LLC: 3,117 shares
    • OneAscent Family Office, LLC: 1,486 shares

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

  5. period ended2025-06-30
    13F 36,479 shares
    Change vs previous 13F -25,082 shares

    0.31% of the 13F portfolio, value $5,832,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 28,346 shares
    • OneAscent Wealth Management LLC: 3,234 shares
    • OneAscent Investment Solutions LLC: 3,388 shares
    • OneAscent Family Office, LLC: 1,511 shares

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

  6. period ended2025-03-31
    13F 61,561 shares
    Change vs previous 13F +32,528 shares

    0.54% of the 13F portfolio, value $10,493,000.

    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: 53,550 shares
    • OneAscent Wealth Management LLC: 2,646 shares
    • OneAscent Investment Solutions LLC: 2,439 shares
    • OneAscent Family Office, LLC: 2,926 shares

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

  7. period ended2024-12-31
    13F 29,033 shares
    Change vs previous 13F +6,203 shares

    0.34% of the 13F portfolio, value $4,868,000.

    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: 25,879 shares
    • OneAscent Wealth Management LLC: 3,154 shares

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

  8. period ended2024-09-30
    13F 22,830 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,954,000.

    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: 19,092 shares
    • OneAscent Wealth Management LLC: 3,738 shares

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