Skip to content
Disclosery

OneAscent Financial Services LLC: BLK position timeline

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

OneAscent Financial Services LLC held 582 BLK 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 582 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $559,668.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 257 shares
    • OneAscent Family Office, LLC: 325 shares

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

  2. period ended2026-03-31
    13F 522 shares
    Change vs previous 13F +88 shares

    0.03% of the 13F portfolio, value $501,473.

    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: 275 shares
    • OneAscent Family Office, LLC: 247 shares

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

  3. period ended2025-12-31
    13F 434 shares
    Change vs previous 13F -113 shares

    0.04% of the 13F portfolio, value $464,652.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 215 shares
    • OneAscent Family Office, LLC: 219 shares

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

  4. period ended2025-09-30
    13F/A 547 shares
    Change vs previous 13F -40 shares

    0.07% of the 13F portfolio, value $637,232.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 202 shares
    • OneAscent Family Office, LLC: 345 shares

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

  5. period ended2025-06-30
    13F 587 shares
    Change vs previous 13F +264 shares

    0.04% of the 13F portfolio, value $616,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 238 shares
    • OneAscent Family Office, LLC: 349 shares

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

  6. period ended2025-03-31
    13F 323 shares
    Change vs previous 13F +118 shares

    0.28% of the 13F portfolio, value $305,000.

    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).

  7. period ended2024-12-31
    13F 205 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $210,000.

    13F-HR 0002055812-25-000001 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).