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Disclosery

OneAscent Financial Services LLC: ANET position timeline

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

OneAscent Financial Services LLC held 11,878 ANET 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 11,878 shares
    Change vs previous 13F +1,027 shares

    0.07% of the 13F portfolio, value $2,017,837.

    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: 4,815 shares
    • OneAscent Wealth Management LLC: 2,136 shares
    • OneAscent Investment Solutions LLC: 3,309 shares
    • OneAscent Family Office, LLC: 1,618 shares

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

  2. period ended2026-03-31
    13F 10,851 shares
    Change vs previous 13F +5,236 shares

    0.06% of the 13F portfolio, value $1,332,279.

    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: 3,974 shares
    • OneAscent Wealth Management LLC: 3,267 shares
    • OneAscent Investment Solutions LLC: 3,610 shares

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

  3. period ended2025-12-31
    13F 5,615 shares
    Change vs previous 13F +5,615 shares

    0.06% of the 13F portfolio, value $735,726.

    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: 2,111 shares
    • OneAscent Investment Solutions LLC: 3,504 shares

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -21,028 shares

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 0 shares

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

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

  5. period ended2025-03-31
    13F 21,028 shares
    Change vs previous 13F +10,866 shares

    0.09% of the 13F portfolio, value $1,637,000.

    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: 16,318 shares
    • OneAscent Wealth Management LLC: 4,710 shares

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

  6. period ended2024-12-31
    13F 10,162 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,124,000.

    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: 6,574 shares
    • OneAscent Wealth Management LLC: 3,588 shares

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