Skip to content
Disclosery

OneAscent Financial Services LLC: AXP position timeline

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

OneAscent Financial Services LLC held 7,686 AXP 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 7,686 shares
    Change vs previous 13F +333 shares

    0.1% of the 13F portfolio, value $2,599,978.

    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: 3,703 shares
    • OneAscent Wealth Management LLC: 1,358 shares
    • OneAscent Investment Solutions LLC: 952 shares
    • OneAscent Family Office, LLC: 1,673 shares

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

  2. period ended2026-03-31
    13F 7,353 shares
    Change vs previous 13F +440 shares

    0.09% of the 13F portfolio, value $2,224,225.

    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: 2,743 shares
    • OneAscent Wealth Management LLC: 1,679 shares
    • OneAscent Investment Solutions LLC: 1,324 shares
    • OneAscent Family Office, LLC: 1,607 shares

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

  3. period ended2025-12-31
    13F 6,913 shares
    Change vs previous 13F +1,281 shares

    0.16% of the 13F portfolio, value $2,557,530.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,429 shares
    • OneAscent Wealth Management LLC: 1,705 shares
    • OneAscent Investment Solutions LLC: 1,323 shares
    • OneAscent Family Office, LLC: 1,456 shares

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

  4. period ended2025-09-30
    13F/A 5,632 shares
    Change vs previous 13F -448 shares

    0.14% of the 13F portfolio, value $1,870,777.

    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: 1,933 shares
    • OneAscent Wealth Management LLC: 1,347 shares
    • OneAscent Investment Solutions LLC: 1,076 shares
    • OneAscent Family Office, LLC: 1,276 shares

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

  5. period ended2025-06-30
    13F 6,080 shares
    Change vs previous 13F -4,413 shares

    0.1% of the 13F portfolio, value $1,941,000.

    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: 2,312 shares
    • OneAscent Wealth Management LLC: 1,357 shares
    • OneAscent Investment Solutions LLC: 1,024 shares
    • OneAscent Family Office, LLC: 1,387 shares

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

  6. period ended2025-03-31
    13F 10,493 shares
    Change vs previous 13F +4,969 shares

    0.15% of the 13F portfolio, value $2,825,000.

    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: 6,290 shares
    • OneAscent Wealth Management LLC: 1,453 shares
    • OneAscent Family Office, LLC: 2,750 shares

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

  7. period ended2024-12-31
    13F 5,524 shares
    Change vs previous 13F +2,561 shares

    0.11% of the 13F portfolio, value $1,640,000.

    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: 2,577 shares
    • OneAscent Wealth Management LLC: 1,428 shares
    • OneAscent Family Office, LLC: 1,519 shares

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

  8. period ended2024-09-30
    13F 2,963 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $804,000.

    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: 1,467 shares
    • OneAscent Wealth Management LLC: 1,496 shares

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