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OneAscent Financial Services LLC: BABA position timeline

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

OneAscent Financial Services LLC held 0 BABA 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 0 shares
    Change vs previous 13F -6,049 shares

    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: 0 shares
    • OneAscent Family Office, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,049 shares
    Change vs previous 13F +2,418 shares

    0.04% of the 13F portfolio, value $758,882.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,418 shares
    • OneAscent Family Office, LLC: 3,631 shares

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

  3. period ended2025-12-31
    13F 3,631 shares
    Change vs previous 13F -855 shares

    0.36% of the 13F portfolio, value $532,232.

    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 4,486 shares
    Change vs previous 13F +598 shares

    0.65% of the 13F portfolio, value $801,783.

    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 3,888 shares
    Change vs previous 13F +2,095 shares

    0.42% of the 13F portfolio, value $441,000.

    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 1,793 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $237,000.

    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).