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OneAscent Financial Services LLC: VFLO position timeline

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

OneAscent Financial Services LLC held 487,145 VFLO 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 487,145 shares
    Change vs previous 13F -24,294 shares

    0.85% of the 13F portfolio, value $22,286,917.

    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: 295,002 shares
    • OneAscent Wealth Management LLC: 158,010 shares
    • OneAscent Family Office, LLC: 34,133 shares

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

  2. period ended2026-03-31
    13F 511,439 shares
    Change vs previous 13F +153,798 shares

    0.88% of the 13F portfolio, value $20,191,619.

    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: 330,926 shares
    • OneAscent Wealth Management LLC: 142,604 shares
    • OneAscent Family Office, LLC: 37,909 shares

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

  3. period ended2025-12-31
    13F 357,641 shares
    Change vs previous 13F +47,678 shares

    0.92% of the 13F portfolio, value $14,083,921.

    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: 196,453 shares
    • OneAscent Wealth Management LLC: 123,448 shares
    • OneAscent Family Office, LLC: 37,740 shares

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

  4. period ended2025-09-30
    13F/A 309,963 shares
    Change vs previous 13F -210,907 shares

    0.94% of the 13F portfolio, value $11,623,616.

    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: 143,488 shares
    • OneAscent Wealth Management LLC: 130,684 shares
    • OneAscent Family Office, LLC: 35,791 shares

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

  5. period ended2025-06-30
    13F 520,870 shares
    Change vs previous 13F -268 shares

    1.04% of the 13F portfolio, value $18,454,000.

    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: 255,175 shares
    • OneAscent Wealth Management LLC: 220,638 shares
    • OneAscent Family Office, LLC: 45,057 shares

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

  6. period ended2025-03-31
    13F 521,138 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $17,864,000.

    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: 255,555 shares
    • OneAscent Wealth Management LLC: 220,662 shares
    • OneAscent Family Office, LLC: 44,921 shares

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