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OneAscent Financial Services LLC: BRK-B position timeline

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

OneAscent Financial Services LLC held 39,904 BRK-B 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 39,904 shares
    Change vs previous 13F +463 shares

    0.73% of the 13F portfolio, value $19,967,557.

    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: 35,393 shares
    • OneAscent Wealth Management LLC: 1,104 shares
    • OneAscent Investment Solutions LLC: 860 shares
    • OneAscent Family Office, LLC: 2,547 shares

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

  2. period ended2026-03-31
    13F 39,441 shares
    Change vs previous 13F +9,216 shares

    0.79% of the 13F portfolio, value $18,900,122.

    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: 35,577 shares
    • OneAscent Wealth Management LLC: 1,101 shares
    • OneAscent Investment Solutions LLC: 665 shares
    • OneAscent Family Office, LLC: 2,098 shares

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

  3. period ended2025-12-31
    13F 30,225 shares
    Change vs previous 13F +1,184 shares

    0.93% of the 13F portfolio, value $15,192,590.

    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: 26,224 shares
    • OneAscent Wealth Management LLC: 1,336 shares
    • OneAscent Investment Solutions LLC: 655 shares
    • OneAscent Family Office, LLC: 2,010 shares

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

  4. period ended2025-09-30
    13F/A 29,041 shares
    Change vs previous 13F -9,514 shares

    1.1% of the 13F portfolio, value $14,600,067.

    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: 25,093 shares
    • OneAscent Wealth Management LLC: 1,441 shares
    • OneAscent Investment Solutions LLC: 663 shares
    • OneAscent Family Office, LLC: 1,844 shares

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

  5. period ended2025-06-30
    13F 38,555 shares
    Change vs previous 13F -31,288 shares

    1% of the 13F portfolio, value $18,765,000.

    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: 34,497 shares
    • OneAscent Wealth Management LLC: 1,459 shares
    • OneAscent Investment Solutions LLC: 735 shares
    • OneAscent Family Office, LLC: 1,864 shares

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

  6. period ended2025-03-31
    13F 69,843 shares
    Change vs previous 13F +35,639 shares

    1.99% of the 13F portfolio, value $37,205,000.

    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: 64,490 shares
    • OneAscent Wealth Management LLC: 1,091 shares
    • OneAscent Family Office, LLC: 4,262 shares

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

  7. period ended2024-12-31
    13F 34,204 shares
    Change vs previous 13F +20,723 shares

    1.05% of the 13F portfolio, value $15,504,000.

    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: 31,987 shares
    • OneAscent Wealth Management LLC: 1,159 shares
    • OneAscent Family Office, LLC: 1,058 shares

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

  8. period ended2024-09-30
    13F 13,481 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $6,204,000.

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

    • OneAscent Financial Services LLC: 12,646 shares
    • OneAscent Wealth Management LLC: 835 shares

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