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Disclosery

OneAscent Financial Services LLC: SCHF position timeline

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

OneAscent Financial Services LLC held 226,059 SCHF 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 226,059 shares
    Change vs previous 13F -4,315 shares

    0.3% of the 13F portfolio, value $6,261,832.

    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 230,374 shares
    Change vs previous 13F -19,378 shares

    0.31% of the 13F portfolio, value $5,701,748.

    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 249,752 shares
    Change vs previous 13F +5,205 shares

    0.55% of the 13F portfolio, value $6,004,038.

    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 244,547 shares
    Change vs previous 13F -4,227 shares

    0.7% of the 13F portfolio, value $5,693,047.

    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).

  5. period ended2025-06-30
    13F 248,774 shares
    Change vs previous 13F -370,576 shares

    0.39% of the 13F portfolio, value $5,497,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 619,350 shares
    Change vs previous 13F +328,894 shares

    0.8% of the 13F portfolio, value $12,264,000.

    13F-HR 0001780985-25-000003 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).

  7. period ended2024-12-31
    13F 290,456 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,373,000.

    13F-HR 0001780985-25-000001 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).