Skip to content
Disclosery

OneAscent Financial Services LLC: AGG position timeline

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

OneAscent Financial Services LLC held 17,434 AGG 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 17,434 shares
    Change vs previous 13F +2,048 shares

    0.07% of the 13F portfolio, value $1,725,592.

    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: 15,386 shares
    • OneAscent Wealth Management LLC: 2,048 shares

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

  2. period ended2026-03-31
    13F 15,386 shares
    Change vs previous 13F +8,347 shares

    0.07% of the 13F portfolio, value $1,527,350.

    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: 13,212 shares
    • OneAscent Wealth Management LLC: 2,174 shares

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

  3. period ended2025-12-31
    13F 7,039 shares
    Change vs previous 13F -2,262 shares

    0.05% of the 13F portfolio, value $703,034.

    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: 4,865 shares
    • OneAscent Wealth Management LLC: 2,174 shares

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

  4. period ended2025-09-30
    13F/A 9,301 shares
    Change vs previous 13F -236 shares

    0.11% of the 13F portfolio, value $932,425.

    13F-HR/A 0001780985-25-000006 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).

  5. period ended2025-06-30
    13F 9,537 shares
    Change vs previous 13F -2,221 shares

    0.07% of the 13F portfolio, value $946,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 11,758 shares
    Change vs previous 13F +5,697 shares

    0.08% of the 13F portfolio, value $1,164,000.

    13F-HR 0001780985-25-000003 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).

  7. period ended2024-12-31
    13F 6,061 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $587,000.

    13F-HR 0001780985-25-000001 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).