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OneAscent Financial Services LLC: USTB position timeline

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

OneAscent Financial Services LLC held 72,270 USTB 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 72,270 shares
    Change vs previous 13F +14,393 shares

    0.69% of the 13F portfolio, value $3,658,290.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 64,761 shares
    • OneAscent Family Office, LLC: 7,509 shares

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

  2. period ended2026-03-31
    13F 57,877 shares
    Change vs previous 13F +15,647 shares

    0.66% of the 13F portfolio, value $2,927,419.

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

    • OneAscent Wealth Management LLC: 51,908 shares
    • OneAscent Family Office, LLC: 5,969 shares

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

  3. period ended2025-12-31
    13F 42,230 shares
    Change vs previous 13F -6,515 shares

    0.48% of the 13F portfolio, value $2,146,973.

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

    • OneAscent Wealth Management LLC: 37,614 shares
    • OneAscent Family Office, LLC: 4,616 shares

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

  4. period ended2025-09-30
    13F 48,745 shares
    Change vs previous 13F +2,630 shares

    0.59% of the 13F portfolio, value $2,485,507.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 44,258 shares
    • OneAscent Family Office, LLC: 4,487 shares

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

  5. period ended2025-06-30
    13F 46,115 shares
    Change vs previous 13F +13,603 shares

    0.86% of the 13F portfolio, value $2,344,000.

    13F-HR 0001844707-25-000004 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).

  6. period ended2025-03-31
    13F 32,512 shares
    Change vs previous 13F +13,408 shares

    0.71% of the 13F portfolio, value $1,647,000.

    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 19,104 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $959,000.

    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).