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Disclosery

OneAscent Financial Services LLC: TCAF position timeline

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

OneAscent Financial Services LLC held 34,004 TCAF 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 34,004 shares
    Change vs previous 13F -1,966 shares

    0.07% of the 13F portfolio, value $1,397,584.

    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 35,970 shares
    Change vs previous 13F -742 shares

    0.07% of the 13F portfolio, value $1,280,189.

    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 36,712 shares
    Change vs previous 13F +11,119 shares

    0.13% of the 13F portfolio, value $1,403,151.

    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 25,593 shares
    Change vs previous 13F +1,508 shares

    0.12% of the 13F portfolio, value $964,856.

    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 24,085 shares
    Change vs previous 13F +12,982 shares

    0.06% of the 13F portfolio, value $850,000.

    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 11,103 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $358,000.

    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).