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OneAscent Financial Services LLC: AVGO position timeline

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

OneAscent Financial Services LLC held 21,610 AVGO 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 21,610 shares
    Change vs previous 13F +1,664 shares

    0.3% of the 13F portfolio, value $8,163,535.

    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: 8,495 shares
    • OneAscent Wealth Management LLC: 1,145 shares
    • OneAscent Investment Solutions LLC: 2,853 shares
    • OneAscent Family Office, LLC: 9,117 shares

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

  2. period ended2026-03-31
    13F 19,946 shares
    Change vs previous 13F +3,592 shares

    0.26% of the 13F portfolio, value $6,173,498.

    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: 8,565 shares
    • OneAscent Wealth Management LLC: 1,172 shares
    • OneAscent Investment Solutions LLC: 2,372 shares
    • OneAscent Family Office, LLC: 7,837 shares

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

  3. period ended2025-12-31
    13F 16,354 shares
    Change vs previous 13F +2,413 shares

    0.35% of the 13F portfolio, value $5,660,265.

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

    • OneAscent Financial Services LLC: 6,478 shares
    • OneAscent Wealth Management LLC: 1,085 shares
    • OneAscent Investment Solutions LLC: 2,278 shares
    • OneAscent Family Office, LLC: 6,513 shares

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

  4. period ended2025-09-30
    13F/A 13,941 shares
    Change vs previous 13F +827 shares

    0.35% of the 13F portfolio, value $4,599,324.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 5,493 shares
    • OneAscent Wealth Management LLC: 1,142 shares
    • OneAscent Investment Solutions LLC: 2,268 shares
    • OneAscent Family Office, LLC: 5,038 shares

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

  5. period ended2025-06-30
    13F 13,114 shares
    Change vs previous 13F +1,681 shares

    0.22% of the 13F portfolio, value $3,595,000.

    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: 6,951 shares
    • OneAscent Investment Solutions LLC: 1,218 shares
    • OneAscent Family Office, LLC: 4,945 shares

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

  6. period ended2025-03-31
    13F 11,433 shares
    Change vs previous 13F +6,977 shares

    0.11% of the 13F portfolio, value $1,919,000.

    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: 5,204 shares
    • OneAscent Investment Solutions LLC: 1,400 shares
    • OneAscent Family Office, LLC: 4,829 shares

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

  7. period ended2024-12-31
    13F 4,456 shares
    Change vs previous 13F -2,233 shares

    0.08% of the 13F portfolio, value $1,033,000.

    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: 3,240 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 1,216 shares

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

  8. period ended2024-09-30
    13F 6,689 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,153,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,623 shares
    • OneAscent Wealth Management LLC: 4,066 shares

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