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Disclosery

OneAscent Financial Services LLC: PWB position timeline

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

OneAscent Financial Services LLC held 5,003 PWB 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 5,003 shares
    Change vs previous 13F -31,446 shares

    0.04% of the 13F portfolio, value $842,805.

    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 36,449 shares
    Change vs previous 13F -440 shares

    0.25% of the 13F portfolio, value $4,590,023.

    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 36,889 shares
    Change vs previous 13F +4,742 shares

    0.43% of the 13F portfolio, value $4,688,961.

    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 32,147 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,031,877.

    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).