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Disclosery

OneAscent Financial Services LLC: VCSH position timeline

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

OneAscent Financial Services LLC held 285,513 VCSH 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 285,513 shares
    Change vs previous 13F +40,472 shares

    0.99% of the 13F portfolio, value $22,564,060.

    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: 281,539 shares
    • OneAscent Family Office, LLC: 3,974 shares

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

  2. period ended2026-03-31
    13F 245,041 shares
    Change vs previous 13F +143,161 shares

    0.98% of the 13F portfolio, value $19,424,401.

    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: 241,067 shares
    • OneAscent Family Office, LLC: 3,974 shares

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

  3. period ended2025-12-31
    13F 101,880 shares
    Change vs previous 13F +45,247 shares

    0.66% of the 13F portfolio, value $8,122,905.

    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: 97,906 shares
    • OneAscent Family Office, LLC: 3,974 shares

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

  4. period ended2025-09-30
    13F/A 56,633 shares
    Change vs previous 13F -67,862 shares

    0.48% of the 13F portfolio, value $4,526,668.

    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: 52,659 shares
    • OneAscent Family Office, LLC: 3,974 shares

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

  5. period ended2025-06-30
    13F 124,495 shares
    Change vs previous 13F -126,333 shares

    0.66% of the 13F portfolio, value $9,889,000.

    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: 120,521 shares
    • OneAscent Family Office, LLC: 3,974 shares

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

  6. period ended2025-03-31
    13F 250,828 shares
    Change vs previous 13F +518 shares

    1.29% of the 13F portfolio, value $19,819,000.

    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 250,310 shares
    Change vs previous 13F +250,310 shares

    1.66% of the 13F portfolio, value $19,527,000.

    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).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001780985-24-000005 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).

    Exited: the 13F for this period no longer lists the position.