Skip to content
Disclosery

OneAscent Financial Services LLC: BOND position timeline

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

OneAscent Financial Services LLC held 55,545 BOND 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 55,545 shares
    Change vs previous 13F +3,831 shares

    0.21% of the 13F portfolio, value $5,121,782.

    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: 53,012 shares
    • OneAscent Wealth Management LLC: 2,533 shares

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

  2. period ended2026-03-31
    13F 51,714 shares
    Change vs previous 13F +42,601 shares

    0.22% of the 13F portfolio, value $4,772,148.

    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: 46,192 shares
    • OneAscent Wealth Management LLC: 5,522 shares

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

  3. period ended2025-12-31
    13F 9,113 shares
    Change vs previous 13F -1,163 shares

    0.06% of the 13F portfolio, value $848,265.

    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: 6,348 shares
    • OneAscent Wealth Management LLC: 2,765 shares

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

  4. period ended2025-09-30
    13F/A 10,276 shares
    Change vs previous 13F -325 shares

    0.09% of the 13F portfolio, value $959,278.

    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: 6,509 shares
    • OneAscent Wealth Management LLC: 3,767 shares

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

  5. period ended2025-06-30
    13F 10,601 shares
    Change vs previous 13F -17,515 shares

    0.06% of the 13F portfolio, value $977,000.

    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: 6,831 shares
    • OneAscent Wealth Management LLC: 3,770 shares

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

  6. period ended2025-03-31
    13F 28,116 shares
    Change vs previous 13F -11,036 shares

    0.15% of the 13F portfolio, value $2,609,000.

    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: 24,346 shares
    • OneAscent Wealth Management LLC: 3,770 shares

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

  7. period ended2024-12-31
    13F 39,152 shares
    Change vs previous 13F +34,446 shares

    0.25% of the 13F portfolio, value $3,553,000.

    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: 34,525 shares
    • OneAscent Wealth Management LLC: 4,627 shares

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

  8. period ended2024-09-30
    13F 4,706 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $445,000.

    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: 4,706 shares

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