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OneAscent Financial Services LLC: APH position timeline

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

OneAscent Financial Services LLC held 3,633 APH 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 3,633 shares
    Change vs previous 13F -6,367 shares

    0.03% of the 13F portfolio, value $640,459.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,613 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 2,020 shares

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

  2. period ended2026-03-31
    13F 10,000 shares
    Change vs previous 13F +6,065 shares

    0.05% of the 13F portfolio, value $1,263,463.

    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: 3,162 shares
    • OneAscent Wealth Management LLC: 1,800 shares
    • OneAscent Investment Solutions LLC: 3,277 shares
    • OneAscent Family Office, LLC: 1,761 shares

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

  3. period ended2025-12-31
    13F 3,935 shares
    Change vs previous 13F +271 shares

    0.36% of the 13F portfolio, value $531,776.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,664 shares
    Change vs previous 13F -164 shares

    0.37% of the 13F portfolio, value $453,420.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, 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 3,828 shares
    Change vs previous 13F -3,890 shares

    0.36% of the 13F portfolio, value $378,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, 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 7,718 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $510,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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