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OneAscent Financial Services LLC: XMMO position timeline

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

OneAscent Financial Services LLC held 19,745 XMMO 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 19,745 shares
    Change vs previous 13F +17,859 shares

    0.14% of the 13F portfolio, value $3,359,414.

    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: 17,650 shares
    • OneAscent Wealth Management LLC: 2,095 shares

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

  2. period ended2026-03-31
    13F 1,886 shares
    Change vs previous 13F -1,431 shares

    0.01% of the 13F portfolio, value $273,508.

    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: 1,886 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  3. period ended2025-12-31
    13F 3,317 shares
    Change vs previous 13F -631 shares

    0.03% of the 13F portfolio, value $459,272.

    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: 1,836 shares
    • OneAscent Wealth Management LLC: 1,481 shares

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

  4. period ended2025-09-30
    13F/A 3,948 shares
    Change vs previous 13F -17,937 shares

    0.05% of the 13F portfolio, value $533,888.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,932 shares
    • OneAscent Wealth Management LLC: 2,016 shares

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

  5. period ended2025-06-30
    13F 21,885 shares
    Change vs previous 13F -5,576 shares

    0.17% of the 13F portfolio, value $2,815,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 19,851 shares
    • OneAscent Wealth Management LLC: 2,034 shares

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

  6. period ended2025-03-31
    13F 27,461 shares
    Change vs previous 13F +6,758 shares

    0.2% of the 13F portfolio, value $3,124,000.

    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 20,703 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,557,000.

    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).