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Disclosery

OneAscent Financial Services LLC: VST position timeline

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

OneAscent Financial Services LLC held 1,427 VST 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 1,427 shares
    Change vs previous 13F -2,089 shares

    0.21% of the 13F portfolio, value $226,365.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Investment Solutions LLC: 1,427 shares

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

  2. period ended2026-03-31
    13F 3,516 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $528,546.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,657 shares
    • OneAscent Investment Solutions LLC: 1,859 shares

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

  3. period ended2025-12-31
    13F 3,327 shares
    Change vs previous 13F +283 shares

    0.05% of the 13F portfolio, value $536,816.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,513 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 1,814 shares

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

  4. period ended2025-09-30
    13F/A 3,044 shares
    Change vs previous 13F -2,034 shares

    0.15% of the 13F portfolio, value $596,380.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 1,247 shares
    • OneAscent Investment Solutions LLC: 1,797 shares

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

  5. period ended2025-06-30
    13F 5,078 shares
    Change vs previous 13F +2,870 shares

    0.06% of the 13F portfolio, value $976,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,688 shares
    • OneAscent Wealth Management LLC: 1,225 shares
    • OneAscent Investment Solutions LLC: 2,165 shares

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

  6. period ended2025-03-31
    13F 2,208 shares
    Change vs previous 13F -2,564 shares

    0.31% of the 13F portfolio, value $259,000.

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 2,208 shares

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

  7. period ended2024-12-31
    13F 4,772 shares
    Change vs previous 13F -2,566 shares

    0.05% of the 13F portfolio, value $658,000.

    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: 2,683 shares
    • OneAscent Wealth Management LLC: 2,089 shares

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

  8. period ended2024-09-30
    13F 7,338 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $870,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,651 shares
    • OneAscent Wealth Management LLC: 3,687 shares

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