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Disclosery

OneAscent Financial Services LLC: PGR position timeline

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

OneAscent Financial Services LLC held 2,677 PGR 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 2,677 shares
    Change vs previous 13F +1,074 shares

    0.03% of the 13F portfolio, value $584,834.

    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: 1,647 shares
    • OneAscent Family Office, LLC: 1,030 shares

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

  2. period ended2026-03-31
    13F 1,603 shares
    Change vs previous 13F +1,603 shares

    0.02% of the 13F portfolio, value $317,814.

    13F-HR 0001780985-26-000002 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).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,358 shares

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions 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.

  4. period ended2025-09-30
    13F/A 5,358 shares
    Change vs previous 13F -1,082 shares

    0.11% of the 13F portfolio, value $1,323,161.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,799 shares
    • OneAscent Wealth Management LLC: 1,817 shares
    • OneAscent Investment Solutions LLC: 1,742 shares

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

  5. period ended2025-06-30
    13F 6,440 shares
    Change vs previous 13F -3,095 shares

    0.1% of the 13F portfolio, value $1,716,000.

    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: 2,886 shares
    • OneAscent Wealth Management LLC: 1,827 shares
    • OneAscent Investment Solutions LLC: 1,727 shares

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

  6. period ended2025-03-31
    13F 9,535 shares
    Change vs previous 13F +4,644 shares

    0.15% of the 13F portfolio, value $2,701,000.

    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: 6,302 shares
    • OneAscent Wealth Management LLC: 1,695 shares
    • OneAscent Investment Solutions LLC: 1,538 shares

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

  7. period ended2024-12-31
    13F 4,891 shares
    Change vs previous 13F +843 shares

    0.08% of the 13F portfolio, value $1,172,000.

    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: 3,192 shares
    • OneAscent Wealth Management LLC: 1,699 shares

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

  8. period ended2024-09-30
    13F 4,048 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,027,000.

    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: 2,335 shares
    • OneAscent Wealth Management LLC: 1,713 shares

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