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Disclosery

OneAscent Financial Services LLC: SCHB position timeline

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

OneAscent Financial Services LLC held 309,318 SCHB 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 309,318 shares
    Change vs previous 13F +27,691 shares

    0.35% of the 13F portfolio, value $8,957,838.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 267,959 shares
    • OneAscent Wealth Management LLC: 29,445 shares
    • OneAscent Investment Solutions LLC: 11,914 shares

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

  2. period ended2026-03-31
    13F 281,627 shares
    Change vs previous 13F +24,540 shares

    0.33% of the 13F portfolio, value $7,068,832.

    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: 251,465 shares
    • OneAscent Wealth Management LLC: 30,162 shares

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

  3. period ended2025-12-31
    13F 257,087 shares
    Change vs previous 13F +14,950 shares

    0.49% of the 13F portfolio, value $6,743,380.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 226,925 shares
    • OneAscent Wealth Management LLC: 30,162 shares

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

  4. period ended2025-09-30
    13F/A 242,137 shares
    Change vs previous 13F +19,024 shares

    0.56% of the 13F portfolio, value $6,225,353.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 208,955 shares
    • OneAscent Wealth Management LLC: 33,182 shares

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

  5. period ended2025-06-30
    13F 223,113 shares
    Change vs previous 13F -166,850 shares

    0.32% of the 13F portfolio, value $5,317,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 189,034 shares
    • OneAscent Wealth Management LLC: 34,079 shares

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

  6. period ended2025-03-31
    13F 389,963 shares
    Change vs previous 13F +196,393 shares

    0.48% of the 13F portfolio, value $8,396,000.

    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: 374,270 shares
    • OneAscent Wealth Management LLC: 15,693 shares

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

  7. period ended2024-12-31
    13F 193,570 shares
    Change vs previous 13F +186,039 shares

    0.31% of the 13F portfolio, value $4,394,000.

    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: 176,170 shares
    • OneAscent Wealth Management LLC: 17,400 shares

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

  8. period ended2024-09-30
    13F 7,531 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $501,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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