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Disclosery

OneAscent Financial Services LLC: SCHR position timeline

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

OneAscent Financial Services LLC held 30,025 SCHR 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 30,025 shares
    Change vs previous 13F -1,778 shares

    0.04% of the 13F portfolio, value $740,418.

    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 31,803 shares
    Change vs previous 13F +1,356 shares

    0.04% of the 13F portfolio, value $792,200.

    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 30,447 shares
    Change vs previous 13F -3,260 shares

    0.07% of the 13F portfolio, value $763,607.

    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 33,707 shares
    Change vs previous 13F -201 shares

    0.1% of the 13F portfolio, value $847,048.

    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 33,908 shares
    Change vs previous 13F -60,796 shares

    0.06% of the 13F portfolio, value $849,000.

    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 94,704 shares
    Change vs previous 13F +831 shares

    0.15% of the 13F portfolio, value $2,354,000.

    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 93,873 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,280,000.

    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).