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OneAscent Financial Services LLC: VWO position timeline

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

OneAscent Financial Services LLC held 43,819 VWO 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 43,819 shares
    Change vs previous 13F +17,118 shares

    0.11% of the 13F portfolio, value $2,615,541.

    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: 27,341 shares
    • OneAscent Family Office, LLC: 16,478 shares

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

  2. period ended2026-03-31
    13F 26,701 shares
    Change vs previous 13F +4,028 shares

    0.08% of the 13F portfolio, value $1,443,175.

    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 22,673 shares
    Change vs previous 13F +2,334 shares

    0.11% of the 13F portfolio, value $1,218,911.

    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 20,339 shares
    Change vs previous 13F -1,919 shares

    0.14% of the 13F portfolio, value $1,101,992.

    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 22,258 shares
    Change vs previous 13F -19,670 shares

    0.08% of the 13F portfolio, value $1,102,000.

    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 41,928 shares
    Change vs previous 13F +18,515 shares

    0.12% of the 13F portfolio, value $1,900,000.

    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 23,413 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,031,000.

    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).