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Disclosery

OneAscent Financial Services LLC: RSP position timeline

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

OneAscent Financial Services LLC held 4,100 RSP 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 4,100 shares
    Change vs previous 13F +60 shares

    0.04% of the 13F portfolio, value $872,438.

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

    • OneAscent Financial Services LLC: 1,956 shares
    • OneAscent Family Office, LLC: 2,144 shares

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

  2. period ended2026-03-31
    13F 4,040 shares
    Change vs previous 13F +1,913 shares

    0.04% of the 13F portfolio, value $775,360.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,896 shares
    • OneAscent Family Office, LLC: 2,144 shares

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

  3. period ended2025-12-31
    13F 2,127 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $407,448.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, 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 2,127 shares
    Change vs previous 13F -2,359 shares

    0.33% of the 13F portfolio, value $403,492.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 2,127 shares

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

  5. period ended2025-06-30
    13F 4,486 shares
    Change vs previous 13F -1,148 shares

    0.22% of the 13F portfolio, value $816,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 2,359 shares
    • OneAscent Family Office, LLC: 2,127 shares

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

  6. period ended2025-03-31
    13F 5,634 shares
    Change vs previous 13F -4,082 shares

    0.06% of the 13F portfolio, value $976,000.

    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: 3,966 shares
    • OneAscent Wealth Management LLC: 1,668 shares

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

  7. period ended2024-12-31
    13F 9,716 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,702,000.

    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: 8,392 shares
    • OneAscent Wealth Management LLC: 1,324 shares

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