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Disclosery

OneAscent Financial Services LLC: VYM position timeline

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

OneAscent Financial Services LLC held 54,552 VYM 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 54,552 shares
    Change vs previous 13F +1,686 shares

    0.36% of the 13F portfolio, value $8,620,905.

    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: 51,918 shares
    • OneAscent Wealth Management LLC: 2,634 shares

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

  2. period ended2026-03-31
    13F 52,866 shares
    Change vs previous 13F +46,208 shares

    0.42% of the 13F portfolio, value $7,829,502.

    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 6,658 shares
    Change vs previous 13F +597 shares

    0.09% of the 13F portfolio, value $955,556.

    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 6,061 shares
    Change vs previous 13F -46,127 shares

    0.1% of the 13F portfolio, value $854,298.

    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 52,188 shares
    Change vs previous 13F -50,442 shares

    0.5% of the 13F portfolio, value $7,015,000.

    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 102,630 shares
    Change vs previous 13F +51,566 shares

    0.86% of the 13F portfolio, value $13,210,000.

    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 51,064 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,515,000.

    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).