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OneAscent Financial Services LLC: TPHD position timeline

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

OneAscent Financial Services LLC held 82,951 TPHD 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 82,951 shares
    Change vs previous 13F -18,307 shares

    0.14% of the 13F portfolio, value $3,507,164.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 76,247 shares
    • OneAscent Wealth Management LLC: 6,704 shares

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

  2. period ended2026-03-31
    13F 101,258 shares
    Change vs previous 13F +2,865 shares

    0.19% of the 13F portfolio, value $4,188,007.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 82,311 shares
    • OneAscent Wealth Management LLC: 18,947 shares

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

  3. period ended2025-12-31
    13F 98,393 shares
    Change vs previous 13F -105,707 shares

    0.27% of the 13F portfolio, value $3,791,049.

    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: 77,452 shares
    • OneAscent Wealth Management LLC: 20,941 shares

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

  4. period ended2025-09-30
    13F/A 204,100 shares
    Change vs previous 13F +6,952 shares

    0.72% of the 13F portfolio, value $8,028,356.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 169,797 shares
    • OneAscent Wealth Management LLC: 34,303 shares

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

  5. period ended2025-06-30
    13F 197,148 shares
    Change vs previous 13F -2,062 shares

    0.45% of the 13F portfolio, value $7,470,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 163,171 shares
    • OneAscent Wealth Management LLC: 33,977 shares

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

  6. period ended2025-03-31
    13F 199,210 shares
    Change vs previous 13F +71,813 shares

    0.42% of the 13F portfolio, value $7,498,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 155,414 shares
    • OneAscent Wealth Management LLC: 43,796 shares

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

  7. period ended2024-12-31
    13F 127,397 shares
    Change vs previous 13F +86,643 shares

    0.33% of the 13F portfolio, value $4,631,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 82,362 shares
    • OneAscent Wealth Management LLC: 45,035 shares

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

  8. period ended2024-09-30
    13F 40,754 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,536,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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