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Disclosery

OneAscent Financial Services LLC: ROP position timeline

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

OneAscent Financial Services LLC held 0 ROP shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,073 shares

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,073 shares
    Change vs previous 13F +713 shares

    0.08% of the 13F portfolio, value $1,367,843.

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

    • OneAscent Financial Services LLC: 740 shares
    • OneAscent Wealth Management LLC: 627 shares
    • OneAscent Investment Solutions LLC: 1,174 shares
    • OneAscent Family Office, LLC: 532 shares

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

  3. period ended2025-09-30
    13F/A 2,360 shares
    Change vs previous 13F -709 shares

    0.23% of the 13F portfolio, value $1,176,908.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 668 shares
    • OneAscent Investment Solutions LLC: 1,174 shares
    • OneAscent Family Office, LLC: 518 shares

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

  4. period ended2025-06-30
    13F 3,069 shares
    Change vs previous 13F -1,284 shares

    0.09% of the 13F portfolio, value $1,743,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 678 shares
    • OneAscent Wealth Management LLC: 660 shares
    • OneAscent Investment Solutions LLC: 1,199 shares
    • OneAscent Family Office, LLC: 532 shares

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

  5. period ended2025-03-31
    13F 4,353 shares
    Change vs previous 13F +2,374 shares

    0.13% of the 13F portfolio, value $2,568,000.

    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: 1,508 shares
    • OneAscent Wealth Management LLC: 632 shares
    • OneAscent Investment Solutions LLC: 1,491 shares
    • OneAscent Family Office, LLC: 722 shares

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

  6. period ended2024-12-31
    13F 1,979 shares
    Change vs previous 13F -219 shares

    0.07% of the 13F portfolio, value $1,029,000.

    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: 906 shares
    • OneAscent Wealth Management LLC: 641 shares
    • OneAscent Family Office, LLC: 432 shares

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

  7. period ended2024-09-30
    13F 2,198 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,223,000.

    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: 1,120 shares
    • OneAscent Wealth Management LLC: 1,078 shares

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