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Disclosery

OneAscent Financial Services LLC: UL position timeline

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

OneAscent Financial Services LLC held 4,209 UL 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 4,209 shares
    Change vs previous 13F -6,142 shares

    0.13% of the 13F portfolio, value $253,045.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 4,209 shares

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

  2. period ended2026-03-31
    13F 10,351 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $589,696.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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