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OneAscent Financial Services LLC: AAPL position timeline

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

OneAscent Financial Services LLC held 100,714 AAPL 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 100,714 shares
    Change vs previous 13F +3,839 shares

    1.11% of the 13F portfolio, value $29,142,433.

    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: 86,792 shares
    • OneAscent Wealth Management LLC: 7,805 shares
    • OneAscent Family Office, LLC: 6,117 shares

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

  2. period ended2026-03-31
    13F 96,875 shares
    Change vs previous 13F +18,387 shares

    1.07% of the 13F portfolio, value $24,586,059.

    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: 84,386 shares
    • OneAscent Wealth Management LLC: 7,990 shares
    • OneAscent Family Office, LLC: 4,499 shares

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

  3. period ended2025-12-31
    13F 78,488 shares
    Change vs previous 13F -1,404 shares

    1.39% of the 13F portfolio, value $21,337,655.

    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: 66,225 shares
    • OneAscent Wealth Management LLC: 8,234 shares
    • OneAscent Family Office, LLC: 4,029 shares

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

  4. period ended2025-09-30
    13F/A 79,892 shares
    Change vs previous 13F -16,021 shares

    1.65% of the 13F portfolio, value $20,342,929.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 66,575 shares
    • OneAscent Wealth Management LLC: 9,383 shares
    • OneAscent Family Office, LLC: 3,934 shares

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

  5. period ended2025-06-30
    13F 95,913 shares
    Change vs previous 13F -70,776 shares

    1.11% of the 13F portfolio, value $19,725,000.

    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: 83,049 shares
    • OneAscent Wealth Management LLC: 8,805 shares
    • OneAscent Family Office, LLC: 4,059 shares

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

  6. period ended2025-03-31
    13F 166,689 shares
    Change vs previous 13F +89,174 shares

    1.98% of the 13F portfolio, value $37,068,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 149,424 shares
    • OneAscent Wealth Management LLC: 7,447 shares
    • OneAscent Family Office, LLC: 9,818 shares

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

  7. period ended2024-12-31
    13F 77,515 shares
    Change vs previous 13F +33,402 shares

    1.32% of the 13F portfolio, value $19,412,000.

    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: 65,788 shares
    • OneAscent Wealth Management LLC: 9,332 shares
    • OneAscent Family Office, LLC: 2,395 shares

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

  8. period ended2024-09-30
    13F 44,113 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $10,278,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 35,190 shares
    • OneAscent Wealth Management LLC: 8,923 shares

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