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Disclosery

OneAscent Financial Services LLC: TPSC position timeline

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

OneAscent Financial Services LLC held 167,016 TPSC 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 167,016 shares
    Change vs previous 13F +2,032 shares

    0.33% of the 13F portfolio, value $8,013,818.

    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: 160,784 shares
    • OneAscent Wealth Management LLC: 6,232 shares

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

  2. period ended2026-03-31
    13F 164,984 shares
    Change vs previous 13F +8,662 shares

    0.33% of the 13F portfolio, value $7,002,788.

    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: 150,978 shares
    • OneAscent Wealth Management LLC: 14,006 shares

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

  3. period ended2025-12-31
    13F 156,322 shares
    Change vs previous 13F -19,591 shares

    0.47% of the 13F portfolio, value $6,479,537.

    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: 140,188 shares
    • OneAscent Wealth Management LLC: 16,134 shares

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

  4. period ended2025-09-30
    13F/A 175,913 shares
    Change vs previous 13F +19,572 shares

    0.66% of the 13F portfolio, value $7,312,728.

    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: 133,612 shares
    • OneAscent Wealth Management LLC: 42,301 shares

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

  5. period ended2025-06-30
    13F 156,341 shares
    Change vs previous 13F -85,193 shares

    0.36% of the 13F portfolio, value $6,048,000.

    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: 118,632 shares
    • OneAscent Wealth Management LLC: 37,709 shares

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

  6. period ended2025-03-31
    13F 241,534 shares
    Change vs previous 13F +114,049 shares

    0.51% of the 13F portfolio, value $8,943,000.

    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: 210,176 shares
    • OneAscent Wealth Management LLC: 31,358 shares

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

  7. period ended2024-12-31
    13F 127,485 shares
    Change vs previous 13F +106,238 shares

    0.35% of the 13F portfolio, value $4,978,000.

    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: 98,782 shares
    • OneAscent Wealth Management LLC: 28,703 shares

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

  8. period ended2024-09-30
    13F 21,247 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $827,000.

    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).