OneAscent Financial Services LLC: ADP position timeline

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

OneAscent Financial Services LLC held 5,379 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 5,379 shares
Change vs previous 13F -1,419 shares
0.05% of the 13F portfolio, value $1,204,879.
13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OneAscent Financial Services LLC: 1,976 shares
- OneAscent Wealth Management LLC: 0 shares
- OneAscent Investment Solutions LLC: 1,624 shares
- OneAscent Family Office, LLC: 1,779 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,798 shares
Change vs previous 13F +570 shares
0.06% of the 13F portfolio, value $1,381,512.
13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OneAscent Financial Services LLC: 2,303 shares
- OneAscent Wealth Management LLC: 1,332 shares
- OneAscent Investment Solutions LLC: 1,239 shares
- OneAscent Family Office, LLC: 1,924 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,228 shares
Change vs previous 13F -1,405 shares
0.1% of the 13F portfolio, value $1,602,055.
13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OneAscent Financial Services LLC: 1,928 shares
- OneAscent Wealth Management LLC: 1,398 shares
- OneAscent Investment Solutions LLC: 1,231 shares
- OneAscent Family Office, LLC: 1,671 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F/A 7,633 shares
Change vs previous 13F +982 shares
0.17% of the 13F portfolio, value $2,240,301.
13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OneAscent Financial Services LLC: 2,149 shares
- OneAscent Wealth Management LLC: 2,257 shares
- OneAscent Investment Solutions LLC: 1,891 shares
- OneAscent Family Office, LLC: 1,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,651 shares
Change vs previous 13F -1,527 shares
0.11% of the 13F portfolio, value $2,052,000.
13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OneAscent Financial Services LLC: 2,245 shares
- OneAscent Wealth Management LLC: 1,831 shares
- OneAscent Investment Solutions LLC: 1,337 shares
- OneAscent Family Office, LLC: 1,238 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,178 shares
Change vs previous 13F +3,480 shares
0.13% of the 13F portfolio, value $2,501,000.
13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OneAscent Financial Services LLC: 5,052 shares
- OneAscent Wealth Management LLC: 1,444 shares
- OneAscent Family Office, LLC: 1,682 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,698 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $1,376,000.
13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OneAscent Financial Services LLC: 1,965 shares
- OneAscent Wealth Management LLC: 1,661 shares
- OneAscent Family Office, LLC: 1,072 shares
Acceptance time not in the bulk data set (spec §4.2).