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OneAscent Financial Services LLC: BIL position timeline

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

OneAscent Financial Services LLC held 13,042 BIL 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 13,042 shares
    Change vs previous 13F -6,712 shares

    0.05% of the 13F portfolio, value $1,195,146.

    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: 10,232 shares
    • OneAscent Wealth Management LLC: 2,810 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

  2. period ended2026-03-31
    13F 19,754 shares
    Change vs previous 13F +6,478 shares

    0.08% of the 13F portfolio, value $1,810,184.

    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: 12,554 shares
    • OneAscent Wealth Management LLC: 3,005 shares
    • OneAscent Investment Solutions LLC: 4,195 shares

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

  3. period ended2025-12-31
    13F 13,276 shares
    Change vs previous 13F +10,790 shares

    0.08% of the 13F portfolio, value $1,213,160.

    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: 5,922 shares
    • OneAscent Wealth Management LLC: 2,679 shares
    • OneAscent Investment Solutions LLC: 4,675 shares

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

  4. period ended2025-09-30
    13F/A 2,486 shares
    Change vs previous 13F -11,404 shares

    0.08% of the 13F portfolio, value $228,091.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 2,486 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

  5. period ended2025-06-30
    13F 13,890 shares
    Change vs previous 13F -1,600 shares

    0.07% of the 13F portfolio, value $1,274,000.

    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: 7,753 shares
    • OneAscent Wealth Management LLC: 2,930 shares
    • OneAscent Investment Solutions LLC: 3,207 shares

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

  6. period ended2025-03-31
    13F 15,490 shares
    Change vs previous 13F +1,517 shares

    0.08% of the 13F portfolio, value $1,422,000.

    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: 7,526 shares
    • OneAscent Wealth Management LLC: 3,385 shares
    • OneAscent Investment Solutions LLC: 4,579 shares

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

  7. period ended2024-12-31
    13F 13,973 shares
    Change vs previous 13F +10,312 shares

    0.09% of the 13F portfolio, value $1,278,000.

    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: 10,936 shares
    • OneAscent Wealth Management LLC: 3,037 shares

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

  8. period ended2024-09-30
    13F 3,661 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $336,000.

    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: 0 shares
    • OneAscent Wealth Management LLC: 3,661 shares

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