Skip to content
Disclosery

OneAscent Financial Services LLC: VTIP position timeline

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

OneAscent Financial Services LLC held 39,619 VTIP 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 39,619 shares
    Change vs previous 13F -1,782 shares

    0.1% of the 13F portfolio, value $1,990,071.

    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 41,401 shares
    Change vs previous 13F +28,779 shares

    0.11% of the 13F portfolio, value $2,068,025.

    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 12,622 shares
    Change vs previous 13F +2,099 shares

    0.06% of the 13F portfolio, value $624,306.

    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 10,523 shares
    Change vs previous 13F -24,032 shares

    0.07% of the 13F portfolio, value $532,779.

    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 34,555 shares
    Change vs previous 13F -43,839 shares

    0.12% of the 13F portfolio, value $1,736,000.

    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 78,394 shares
    Change vs previous 13F +43,680 shares

    0.25% of the 13F portfolio, value $3,906,000.

    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 34,714 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,681,000.

    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).