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Disclosery

OneAscent Financial Services LLC: ACN position timeline

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

OneAscent Financial Services LLC held 0 ACN 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 0 shares
    Change vs previous 13F -1,035 shares

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,035 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $205,230.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management 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 1,035 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $277,691.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management 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 1,041 shares
    Change vs previous 13F -671 shares

    0.09% of the 13F portfolio, value $256,711.

    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: 0 shares
    • OneAscent Wealth Management LLC: 1,041 shares

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

  5. period ended2025-06-30
    13F 1,712 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $513,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 671 shares
    • OneAscent Wealth Management LLC: 1,041 shares

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

  6. period ended2025-03-31
    13F 1,771 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $553,000.

    13F-HR 0001844707-25-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 736 shares
    • OneAscent Wealth Management LLC: 1,035 shares

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

  7. period ended2024-12-31
    13F 1,760 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $619,000.

    13F-HR 0001844707-25-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 719 shares
    • OneAscent Wealth Management LLC: 1,041 shares

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

  8. period ended2024-09-30
    13F 1,746 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $617,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 705 shares
    • OneAscent Wealth Management LLC: 1,041 shares

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