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Disclosery

OneAscent Financial Services LLC: PSLV position timeline

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

OneAscent Financial Services LLC held 73,193 PSLV 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 73,193 shares
    Change vs previous 13F +17,570 shares

    0.07% of the 13F portfolio, value $1,381,143.

    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 55,623 shares
    Change vs previous 13F +711 shares

    0.07% of the 13F portfolio, value $1,356,654.

    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 54,912 shares
    Change vs previous 13F -14,764 shares

    0.12% of the 13F portfolio, value $1,298,678.

    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 69,676 shares
    Change vs previous 13F +656 shares

    0.13% of the 13F portfolio, value $1,093,910.

    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 69,020 shares
    Change vs previous 13F +7,100 shares

    0.06% of the 13F portfolio, value $845,000.

    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 61,920 shares
    Change vs previous 13F +23,700 shares

    0.05% of the 13F portfolio, value $718,000.

    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 38,220 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $369,000.

    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).