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Disclosery

OneAscent Financial Services LLC: PH position timeline

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

OneAscent Financial Services LLC held 2,650 PH 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 2,650 shares
    Change vs previous 13F -54 shares

    0.09% of the 13F portfolio, value $2,592,113.

    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: 1,330 shares
    • OneAscent Wealth Management LLC: 350 shares
    • OneAscent Investment Solutions LLC: 476 shares
    • OneAscent Family Office, LLC: 494 shares

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

  2. period ended2026-03-31
    13F 2,704 shares
    Change vs previous 13F +1,562 shares

    0.1% of the 13F portfolio, value $2,420,813.

    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: 1,474 shares
    • OneAscent Wealth Management LLC: 475 shares
    • OneAscent Investment Solutions LLC: 347 shares
    • OneAscent Family Office, LLC: 408 shares

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

  3. period ended2025-12-31
    13F 1,142 shares
    Change vs previous 13F +307 shares

    0.08% of the 13F portfolio, value $1,003,792.

    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: 889 shares
    • OneAscent Family Office, LLC: 253 shares

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

  4. period ended2025-09-30
    13F/A 835 shares
    Change vs previous 13F -246 shares

    0.08% of the 13F portfolio, value $633,055.

    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 1,081 shares
    Change vs previous 13F -2,123 shares

    0.05% of the 13F portfolio, value $756,000.

    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: 1,081 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  6. period ended2025-03-31
    13F 3,204 shares
    Change vs previous 13F +1,368 shares

    0.11% of the 13F portfolio, value $1,949,000.

    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: 2,860 shares
    • OneAscent Wealth Management LLC: 344 shares

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

  7. period ended2024-12-31
    13F 1,836 shares
    Change vs previous 13F +267 shares

    0.08% of the 13F portfolio, value $1,168,000.

    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: 1,503 shares
    • OneAscent Wealth Management LLC: 333 shares

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

  8. period ended2024-09-30
    13F 1,569 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $992,000.

    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: 1,242 shares
    • OneAscent Wealth Management LLC: 327 shares

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