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OneAscent Financial Services LLC: VIG position timeline

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

OneAscent Financial Services LLC held 31,465 VIG 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 31,465 shares
    Change vs previous 13F +1,869 shares

    0.28% of the 13F portfolio, value $7,445,367.

    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: 26,441 shares
    • OneAscent Wealth Management LLC: 3,324 shares
    • OneAscent Family Office, LLC: 1,700 shares

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

  2. period ended2026-03-31
    13F 29,596 shares
    Change vs previous 13F +19,084 shares

    0.3% of the 13F portfolio, value $6,364,923.

    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: 26,272 shares
    • OneAscent Wealth Management LLC: 3,324 shares

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

  3. period ended2025-12-31
    13F 10,512 shares
    Change vs previous 13F +139 shares

    0.17% of the 13F portfolio, value $2,310,316.

    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: 7,134 shares
    • OneAscent Wealth Management LLC: 3,378 shares

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

  4. period ended2025-09-30
    13F/A 10,373 shares
    Change vs previous 13F -19,571 shares

    0.2% of the 13F portfolio, value $2,238,393.

    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: 6,835 shares
    • OneAscent Wealth Management LLC: 3,538 shares

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

  5. period ended2025-06-30
    13F 29,944 shares
    Change vs previous 13F -25,779 shares

    0.37% of the 13F portfolio, value $6,174,000.

    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: 26,115 shares
    • OneAscent Wealth Management LLC: 3,829 shares

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

  6. period ended2025-03-31
    13F 55,723 shares
    Change vs previous 13F +25,887 shares

    0.61% of the 13F portfolio, value $10,796,000.

    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: 51,454 shares
    • OneAscent Wealth Management LLC: 4,269 shares

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

  7. period ended2024-12-31
    13F 29,836 shares
    Change vs previous 13F +24,214 shares

    0.41% of the 13F portfolio, value $5,843,000.

    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: 25,283 shares
    • OneAscent Wealth Management LLC: 4,553 shares

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

  8. period ended2024-09-30
    13F 5,622 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,118,000.

    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).