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Disclosery

OneAscent Financial Services LLC: TPLC position timeline

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

OneAscent Financial Services LLC held 20,306 TPLC 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 20,306 shares
    Change vs previous 13F -8,872 shares

    0.05% of the 13F portfolio, value $1,022,398.

    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: 20,306 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  2. period ended2026-03-31
    13F 29,178 shares
    Change vs previous 13F -111 shares

    0.06% of the 13F portfolio, value $1,355,022.

    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: 22,405 shares
    • OneAscent Wealth Management LLC: 6,773 shares

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

  3. period ended2025-12-31
    13F 29,289 shares
    Change vs previous 13F -21,477 shares

    0.1% of the 13F portfolio, value $1,331,166.

    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: 22,258 shares
    • OneAscent Wealth Management LLC: 7,031 shares

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

  4. period ended2025-09-30
    13F/A 50,766 shares
    Change vs previous 13F -38,873 shares

    0.21% of the 13F portfolio, value $2,350,305.

    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: 31,945 shares
    • OneAscent Wealth Management LLC: 18,821 shares

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

  5. period ended2025-06-30
    13F 89,639 shares
    Change vs previous 13F +83,052 shares

    0.24% of the 13F portfolio, value $4,025,000.

    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: 74,003 shares
    • OneAscent Wealth Management LLC: 15,636 shares

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

  6. period ended2025-03-31
    13F 6,587 shares
    Change vs previous 13F +26 shares

    0.12% of the 13F portfolio, value $280,000.

    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 6,561 shares
    Change vs previous 13F -84 shares

    0.12% of the 13F portfolio, value $281,000.

    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 6,645 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $292,000.

    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).