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Disclosery

OneAscent Financial Services LLC: VMBS position timeline

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

OneAscent Financial Services LLC held 331,978 VMBS 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 331,978 shares
    Change vs previous 13F +8,326 shares

    0.71% of the 13F portfolio, value $15,539,899.

    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: 225,706 shares
    • OneAscent Investment Solutions LLC: 106,272 shares

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

  2. period ended2026-03-31
    13F 323,652 shares
    Change vs previous 13F +6,911 shares

    0.78% of the 13F portfolio, value $15,195,481.

    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: 217,380 shares
    • OneAscent Investment Solutions LLC: 106,272 shares

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

  3. period ended2025-12-31
    13F 316,741 shares
    Change vs previous 13F -1,236 shares

    1.26% of the 13F portfolio, value $14,912,190.

    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: 210,469 shares
    • OneAscent Investment Solutions LLC: 106,272 shares

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

  4. period ended2025-09-30
    13F/A 317,977 shares
    Change vs previous 13F +114,756 shares

    1.64% of the 13F portfolio, value $14,932,215.

    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: 210,884 shares
    • OneAscent Investment Solutions LLC: 107,093 shares

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

  5. period ended2025-06-30
    13F 203,221 shares
    Change vs previous 13F +2,275 shares

    0.63% of the 13F portfolio, value $9,418,000.

    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: 101,870 shares
    • OneAscent Investment Solutions LLC: 101,351 shares

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

  6. period ended2025-03-31
    13F 200,946 shares
    Change vs previous 13F +102,060 shares

    0.58% of the 13F portfolio, value $9,306,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 99,595 shares
    • OneAscent Investment Solutions LLC: 101,351 shares

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

  7. period ended2024-12-31
    13F 98,886 shares
    Change vs previous 13F +98,886 shares

    0.38% of the 13F portfolio, value $4,483,000.

    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

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 0 shares

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

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