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Disclosery

OneAscent Financial Services LLC: SPG position timeline

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

OneAscent Financial Services LLC held 1,239 SPG 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 1,239 shares
    Change vs previous 13F +1,239 shares

    0.14% of the 13F portfolio, value $277,102.

    13F-HR 0002055812-26-000003 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).

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,207 shares

    13F-HR 0002055812-25-000003 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).

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

  3. period ended2024-12-31
    13F 1,207 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $208,000.

    13F-HR 0002055812-25-000001 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).