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OneAscent Financial Services LLC: ABBV position timeline

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

OneAscent Financial Services LLC held 18,564 ABBV 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 18,564 shares
    Change vs previous 13F -127 shares

    0.17% of the 13F portfolio, value $4,671,400.

    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: 12,396 shares
    • OneAscent Wealth Management LLC: 2,078 shares
    • OneAscent Investment Solutions LLC: 1,271 shares
    • OneAscent Family Office, LLC: 2,819 shares

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

  2. period ended2026-03-31
    13F 18,691 shares
    Change vs previous 13F +4,317 shares

    0.17% of the 13F portfolio, value $4,065,238.

    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: 12,633 shares
    • OneAscent Wealth Management LLC: 1,967 shares
    • OneAscent Investment Solutions LLC: 1,568 shares
    • OneAscent Family Office, LLC: 2,523 shares

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

  3. period ended2025-12-31
    13F 14,374 shares
    Change vs previous 13F +2,327 shares

    0.2% of the 13F portfolio, value $3,284,422.

    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: 8,764 shares
    • OneAscent Wealth Management LLC: 2,028 shares
    • OneAscent Investment Solutions LLC: 1,563 shares
    • OneAscent Family Office, LLC: 2,019 shares

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

  4. period ended2025-09-30
    13F/A 12,047 shares
    Change vs previous 13F -2,519 shares

    0.23% of the 13F portfolio, value $2,789,477.

    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: 8,280 shares
    • OneAscent Wealth Management LLC: 2,345 shares
    • OneAscent Investment Solutions LLC: 1,422 shares

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

  5. period ended2025-06-30
    13F 14,566 shares
    Change vs previous 13F -35 shares

    0.15% of the 13F portfolio, value $2,718,000.

    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: 10,922 shares
    • OneAscent Wealth Management LLC: 2,434 shares
    • OneAscent Investment Solutions LLC: 1,210 shares

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

  6. period ended2025-03-31
    13F 14,601 shares
    Change vs previous 13F +2,074 shares

    0.16% of the 13F portfolio, value $3,048,000.

    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: 11,204 shares
    • OneAscent Wealth Management LLC: 1,822 shares
    • OneAscent Investment Solutions LLC: 1,575 shares

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

  7. period ended2024-12-31
    13F 12,527 shares
    Change vs previous 13F +1,622 shares

    0.16% of the 13F portfolio, value $2,226,000.

    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: 10,272 shares
    • OneAscent Wealth Management LLC: 2,255 shares

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

  8. period ended2024-09-30
    13F 10,905 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,153,000.

    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: 8,782 shares
    • OneAscent Wealth Management LLC: 2,123 shares

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