Skip to content
Disclosery

OneAscent Financial Services LLC: TBG position timeline

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

OneAscent Financial Services LLC held 0 TBG shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -208,933 shares

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

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

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

  2. period ended2025-09-30
    13F/A 208,933 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,909,414.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 88,299 shares
    • OneAscent Wealth Management LLC: 109,287 shares
    • OneAscent Family Office, LLC: 11,347 shares

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