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Disclosery

OneAscent Financial Services LLC: VPU position timeline

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

OneAscent Financial Services LLC held 5,754 VPU 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 5,754 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $1,126,043.

    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: 4,108 shares
    • OneAscent Wealth Management LLC: 1,646 shares

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

  2. period ended2026-03-31
    13F 5,737 shares
    Change vs previous 13F +483 shares

    0.05% of the 13F portfolio, value $1,136,683.

    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: 4,076 shares
    • OneAscent Wealth Management LLC: 1,661 shares

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

  3. period ended2025-12-31
    13F 5,254 shares
    Change vs previous 13F +857 shares

    0.07% of the 13F portfolio, value $972,118.

    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: 3,598 shares
    • OneAscent Wealth Management LLC: 1,656 shares

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

  4. period ended2025-09-30
    13F/A 4,397 shares
    Change vs previous 13F +2,809 shares

    0.07% of the 13F portfolio, value $832,785.

    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: 2,870 shares
    • OneAscent Wealth Management LLC: 1,527 shares

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

  5. period ended2025-06-30
    13F 1,588 shares
    Change vs previous 13F -179 shares

    0.1% of the 13F portfolio, value $280,000.

    13F-HR 0001844707-25-000004 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).

  6. period ended2025-03-31
    13F 1,767 shares
    Change vs previous 13F -47 shares

    0.13% of the 13F portfolio, value $302,000.

    13F-HR 0001844707-25-000003 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).

  7. period ended2024-12-31
    13F 1,814 shares
    Change vs previous 13F -348 shares

    0.12% of the 13F portfolio, value $296,000.

    13F-HR 0001844707-25-000001 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).

  8. period ended2024-09-30
    13F 2,162 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $379,000.

    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).