Skip to content
Disclosery

OneAscent Financial Services LLC: VEA position timeline

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

OneAscent Financial Services LLC held 144,157 VEA 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 144,157 shares
    Change vs previous 13F +57,255 shares

    0.39% of the 13F portfolio, value $10,271,244.

    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: 77,028 shares
    • OneAscent Wealth Management LLC: 4,991 shares
    • OneAscent Family Office, LLC: 62,138 shares

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

  2. period ended2026-03-31
    13F 86,902 shares
    Change vs previous 13F +40,847 shares

    0.24% of the 13F portfolio, value $5,568,679.

    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: 76,961 shares
    • OneAscent Wealth Management LLC: 4,979 shares
    • OneAscent Family Office, LLC: 4,962 shares

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

  3. period ended2025-12-31
    13F 46,055 shares
    Change vs previous 13F +1,288 shares

    0.21% of the 13F portfolio, value $2,877,053.

    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: 39,529 shares
    • OneAscent Wealth Management LLC: 6,526 shares

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

  4. period ended2025-09-30
    13F/A 44,767 shares
    Change vs previous 13F -25,956 shares

    0.24% of the 13F portfolio, value $2,682,443.

    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: 38,349 shares
    • OneAscent Wealth Management LLC: 6,418 shares

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

  5. period ended2025-06-30
    13F 70,723 shares
    Change vs previous 13F -59,382 shares

    0.24% of the 13F portfolio, value $4,031,000.

    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: 64,851 shares
    • OneAscent Wealth Management LLC: 5,872 shares

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

  6. period ended2025-03-31
    13F 130,105 shares
    Change vs previous 13F +62,018 shares

    0.38% of the 13F portfolio, value $6,626,000.

    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: 124,870 shares
    • OneAscent Wealth Management LLC: 5,235 shares

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

  7. period ended2024-12-31
    13F 68,087 shares
    Change vs previous 13F +61,661 shares

    0.23% of the 13F portfolio, value $3,256,000.

    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: 61,665 shares
    • OneAscent Wealth Management LLC: 6,422 shares

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

  8. period ended2024-09-30
    13F 6,426 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $339,000.

    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).