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OneAscent Financial Services LLC: AIT position timeline

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

OneAscent Financial Services LLC held 2,406 AIT 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 2,406 shares
    Change vs previous 13F +1,039 shares

    0.13% of the 13F portfolio, value $813,589.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 676 shares
    • OneAscent Investment Solutions LLC: 1,099 shares
    • OneAscent Family Office, LLC: 631 shares

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

  2. period ended2026-03-31
    13F 1,367 shares
    Change vs previous 13F -873 shares

    0.36% of the 13F portfolio, value $362,692.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 1,367 shares

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

  3. period ended2025-12-31
    13F 2,240 shares
    Change vs previous 13F -59 shares

    0.15% of the 13F portfolio, value $575,164.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 855 shares
    • OneAscent Investment Solutions LLC: 1,385 shares

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

  4. period ended2025-09-30
    13F 2,299 shares
    Change vs previous 13F -330 shares

    0.15% of the 13F portfolio, value $600,154.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 914 shares
    • OneAscent Investment Solutions LLC: 1,385 shares

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

  5. period ended2025-06-30
    13F 2,629 shares
    Change vs previous 13F -1,272 shares

    0.17% of the 13F portfolio, value $611,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 932 shares
    • OneAscent Investment Solutions LLC: 1,697 shares

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

  6. period ended2025-03-31
    13F 3,901 shares
    Change vs previous 13F +2,863 shares

    0.05% of the 13F portfolio, value $881,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 963 shares
    • OneAscent Wealth Management LLC: 918 shares
    • OneAscent Investment Solutions LLC: 2,020 shares

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

  7. period ended2024-12-31
    13F 1,038 shares
    Change vs previous 13F -938 shares

    0.02% of the 13F portfolio, value $249,000.

    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: 1,038 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 1,976 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $440,000.

    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: 997 shares
    • OneAscent Wealth Management LLC: 979 shares

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