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Disclosery

OneAscent Financial Services LLC: RIO position timeline

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

OneAscent Financial Services LLC held 3,170 RIO 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 3,170 shares
    Change vs previous 13F -10,414 shares

    0.15% of the 13F portfolio, value $300,928.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 3,170 shares

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

  2. period ended2026-03-31
    13F 13,584 shares
    Change vs previous 13F -2,796 shares

    0.52% of the 13F portfolio, value $1,267,252.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 11,027 shares
    • OneAscent Family Office, LLC: 2,557 shares

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

  3. period ended2025-12-31
    13F 16,380 shares
    Change vs previous 13F +960 shares

    0.54% of the 13F portfolio, value $1,310,892.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 13,823 shares
    • OneAscent Family Office, LLC: 2,557 shares

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

  4. period ended2025-09-30
    13F 15,420 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,017,874.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions 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 15,420 shares
    Change vs previous 13F +811 shares

    0.96% of the 13F portfolio, value $899,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions 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 14,609 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $878,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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