Skip to content
Disclosery

OneAscent Financial Services LLC: TPIF position timeline

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

OneAscent Financial Services LLC held 11,947 TPIF 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 11,947 shares
    Change vs previous 13F -6,197 shares

    0.02% of the 13F portfolio, value $445,730.

    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: 11,947 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  2. period ended2026-03-31
    13F 18,144 shares
    Change vs previous 13F +1,925 shares

    0.03% of the 13F portfolio, value $653,927.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 8,323 shares
    • OneAscent Wealth Management LLC: 9,821 shares

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

  3. period ended2025-12-31
    13F 16,219 shares
    Change vs previous 13F -21,719 shares

    0.04% of the 13F portfolio, value $562,483.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 6,300 shares
    • OneAscent Wealth Management LLC: 9,919 shares

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

  4. period ended2025-09-30
    13F/A 37,938 shares
    Change vs previous 13F -164,117 shares

    0.11% of the 13F portfolio, value $1,266,386.

    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: 28,019 shares
    • OneAscent Wealth Management LLC: 9,919 shares

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

  5. period ended2025-06-30
    13F 202,055 shares
    Change vs previous 13F +191,926 shares

    0.39% of the 13F portfolio, value $6,525,000.

    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: 192,027 shares
    • OneAscent Wealth Management LLC: 10,028 shares

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

  6. period ended2025-03-31
    13F 10,129 shares
    Change vs previous 13F +31 shares

    0.13% of the 13F portfolio, value $291,000.

    13F-HR 0001844707-25-000003 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).

  7. period ended2024-12-31
    13F 10,098 shares
    Change vs previous 13F +27 shares

    0.11% of the 13F portfolio, value $268,000.

    13F-HR 0001844707-25-000001 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).

  8. period ended2024-09-30
    13F 10,071 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $291,000.

    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).