OneAscent Financial Services LLC: VOT position timeline

OneAscent Financial Services LLC held 8,116 VOT 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 8,116 shares

   Change vs previous 13F +206 shares

   0.12% of the 13F portfolio, value $2,485,829.

   13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,910 shares

   Change vs previous 13F +1,048 shares

   0.11% of the 13F portfolio, value $2,035,517.

   13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,862 shares

   Change vs previous 13F -6,088 shares

   0.18% of the 13F portfolio, value $1,915,456.

   13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 12,950 shares

   Change vs previous 13F +8,035 shares

   0.47% of the 13F portfolio, value $3,804,541.

   13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,915 shares

   Change vs previous 13F -4,201 shares

   0.1% of the 13F portfolio, value $1,398,000.

   13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 9,116 shares

   Change vs previous 13F +5,416 shares

   0.15% of the 13F portfolio, value $2,230,000.

   13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,700 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $939,000.

   13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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