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OneAscent Financial Services LLC: AJG position timeline

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

OneAscent Financial Services LLC held 2,406 AJG 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 -989 shares

    0.03% of the 13F portfolio, value $552,419.

    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: 1,489 shares
    • OneAscent Investment Solutions LLC: 917 shares

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

  2. period ended2026-03-31
    13F 3,395 shares
    Change vs previous 13F -507 shares

    0.04% of the 13F portfolio, value $735,342.

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

    • OneAscent Financial Services LLC: 1,577 shares
    • OneAscent Investment Solutions LLC: 1,818 shares
    • OneAscent Family Office, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 3,902 shares
    Change vs previous 13F -2,634 shares

    0.08% of the 13F portfolio, value $1,009,675.

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

    • OneAscent Financial Services LLC: 809 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 1,889 shares
    • OneAscent Family Office, LLC: 1,204 shares

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

  4. period ended2025-09-30
    13F/A 6,536 shares
    Change vs previous 13F -1,505 shares

    0.15% of the 13F portfolio, value $2,024,504.

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

    • OneAscent Financial Services LLC: 806 shares
    • OneAscent Wealth Management LLC: 1,664 shares
    • OneAscent Investment Solutions LLC: 2,874 shares
    • OneAscent Family Office, LLC: 1,192 shares

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

  5. period ended2025-06-30
    13F 8,041 shares
    Change vs previous 13F -2,752 shares

    0.14% of the 13F portfolio, value $2,573,000.

    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: 2,196 shares
    • OneAscent Wealth Management LLC: 1,643 shares
    • OneAscent Investment Solutions LLC: 2,946 shares
    • OneAscent Family Office, LLC: 1,256 shares

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

  6. period ended2025-03-31
    13F 10,793 shares
    Change vs previous 13F +5,373 shares

    0.19% of the 13F portfolio, value $3,721,000.

    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: 5,020 shares
    • OneAscent Wealth Management LLC: 1,546 shares
    • OneAscent Investment Solutions LLC: 3,435 shares
    • OneAscent Family Office, LLC: 792 shares

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

  7. period ended2024-12-31
    13F 5,420 shares
    Change vs previous 13F +321 shares

    0.1% of the 13F portfolio, value $1,538,000.

    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: 2,795 shares
    • OneAscent Wealth Management LLC: 1,593 shares
    • OneAscent Family Office, LLC: 1,032 shares

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

  8. period ended2024-09-30
    13F 5,099 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,435,000.

    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: 2,907 shares
    • OneAscent Wealth Management LLC: 2,192 shares

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