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Disclosery

OneAscent Financial Services LLC: VNQ position timeline

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

OneAscent Financial Services LLC held 35,230 VNQ 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 35,230 shares
    Change vs previous 13F +1,353 shares

    0.16% of the 13F portfolio, value $3,397,272.

    13F-HR 0001780985-26-000003 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).

  2. period ended2026-03-31
    13F 33,877 shares
    Change vs previous 13F +17,194 shares

    0.16% of the 13F portfolio, value $3,004,883.

    13F-HR 0001780985-26-000002 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).

  3. period ended2025-12-31
    13F 16,683 shares
    Change vs previous 13F +4,161 shares

    0.14% of the 13F portfolio, value $1,476,310.

    13F-HR 0001780985-26-000001 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).

  4. period ended2025-09-30
    13F/A 12,522 shares
    Change vs previous 13F -15,048 shares

    0.14% of the 13F portfolio, value $1,144,746.

    13F-HR/A 0001780985-25-000006 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).

  5. period ended2025-06-30
    13F 27,570 shares
    Change vs previous 13F -36,916 shares

    0.18% of the 13F portfolio, value $2,465,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 64,486 shares
    Change vs previous 13F +34,270 shares

    0.38% of the 13F portfolio, value $5,840,000.

    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 30,216 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,692,000.

    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).