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Disclosery

OneAscent Financial Services LLC: BA position timeline

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

OneAscent Financial Services LLC held 4,585 BA 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 4,585 shares
    Change vs previous 13F +552 shares

    0.05% of the 13F portfolio, value $992,609.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,033 shares
    Change vs previous 13F +112 shares

    0.04% of the 13F portfolio, value $802,773.

    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: 4,033 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  3. period ended2025-12-31
    13F 3,921 shares
    Change vs previous 13F +717 shares

    0.06% of the 13F portfolio, value $851,421.

    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: 2,761 shares
    • OneAscent Wealth Management LLC: 1,160 shares

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

  4. period ended2025-09-30
    13F/A 3,204 shares
    Change vs previous 13F -1,372 shares

    0.06% of the 13F portfolio, value $691,612.

    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: 2,044 shares
    • OneAscent Wealth Management LLC: 1,160 shares

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

  5. period ended2025-06-30
    13F 4,576 shares
    Change vs previous 13F -2,206 shares

    0.06% of the 13F portfolio, value $959,000.

    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: 3,436 shares
    • OneAscent Wealth Management LLC: 1,140 shares

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

  6. period ended2025-03-31
    13F 6,782 shares
    Change vs previous 13F +1,835 shares

    0.07% of the 13F portfolio, value $1,150,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,947 shares
    Change vs previous 13F +3,094 shares

    0.07% of the 13F portfolio, value $876,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,853 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $282,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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