Skip to content
Disclosery

OneAscent Financial Services LLC: PKB position timeline

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

OneAscent Financial Services LLC held 5,485 PKB 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 5,485 shares
    Change vs previous 13F -15 shares

    0.03% of the 13F portfolio, value $614,677.

    13F-HR 0001780985-26-000003 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).

  2. period ended2026-03-31
    13F 5,500 shares
    Change vs previous 13F +692 shares

    0.03% of the 13F portfolio, value $536,604.

    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 4,808 shares
    Change vs previous 13F +1,261 shares

    0.04% of the 13F portfolio, value $445,173.

    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 3,547 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $339,104.

    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).