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OneAscent Financial Services LLC: ABT position timeline

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

OneAscent Financial Services LLC held 8,474 ABT 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 8,474 shares
    Change vs previous 13F -3,889 shares

    0.03% of the 13F portfolio, value $768,863.

    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: 5,996 shares
    • OneAscent Family Office, LLC: 2,478 shares

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

  2. period ended2026-03-31
    13F 12,363 shares
    Change vs previous 13F +2,368 shares

    0.06% of the 13F portfolio, value $1,269,216.

    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: 8,186 shares
    • OneAscent Family Office, LLC: 4,177 shares

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

  3. period ended2025-12-31
    13F 9,995 shares
    Change vs previous 13F +1,098 shares

    0.1% of the 13F portfolio, value $1,252,374.

    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: 6,520 shares
    • OneAscent Family Office, LLC: 3,475 shares

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

  4. period ended2025-09-30
    13F/A 8,897 shares
    Change vs previous 13F -3,267 shares

    0.13% of the 13F portfolio, value $1,191,639.

    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: 6,301 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 2,596 shares

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

  5. period ended2025-06-30
    13F 12,164 shares
    Change vs previous 13F -8,242 shares

    0.1% of the 13F portfolio, value $1,656,000.

    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: 7,705 shares
    • OneAscent Investment Solutions LLC: 1,948 shares
    • OneAscent Family Office, LLC: 2,511 shares

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

  6. period ended2025-03-31
    13F 20,406 shares
    Change vs previous 13F +11,595 shares

    0.16% of the 13F portfolio, value $2,702,000.

    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: 15,610 shares
    • OneAscent Family Office, LLC: 4,796 shares

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

  7. period ended2024-12-31
    13F 8,811 shares
    Change vs previous 13F +4,254 shares

    0.08% of the 13F portfolio, value $997,000.

    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: 6,824 shares
    • OneAscent Family Office, LLC: 1,987 shares

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

  8. period ended2024-09-30
    13F 4,557 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $519,000.

    13F-HR 0001780985-24-000005 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).