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Disclosery

OneAscent Financial Services LLC: AZN position timeline

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

OneAscent Financial Services LLC held 5,305 AZN 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 5,305 shares
    Change vs previous 13F +870 shares

    0.04% of the 13F portfolio, value $1,005,985.

    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: 2,724 shares
    • OneAscent Family Office, LLC: 2,581 shares

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

  2. period ended2026-03-31
    13F 4,435 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $874,706.

    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: 2,690 shares
    • OneAscent Family Office, LLC: 1,745 shares

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