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Disclosery

OneAscent Financial Services LLC: VBK position timeline

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

OneAscent Financial Services LLC held 17,632 VBK 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 17,632 shares
    Change vs previous 13F +81 shares

    0.31% of the 13F portfolio, value $6,447,867.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,551 shares
    Change vs previous 13F +3,075 shares

    0.29% of the 13F portfolio, value $5,304,641.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,476 shares
    Change vs previous 13F +1,434 shares

    0.4% of the 13F portfolio, value $4,373,194.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 13,042 shares
    Change vs previous 13F +48 shares

    0.48% of the 13F portfolio, value $3,881,637.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,994 shares
    Change vs previous 13F -8,198 shares

    0.26% of the 13F portfolio, value $3,598,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services 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 21,192 shares
    Change vs previous 13F +12,974 shares

    0.35% of the 13F portfolio, value $5,338,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services 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 8,218 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,301,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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