OneAscent Financial Services LLC: CARY position timeline

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

OneAscent Financial Services LLC held 527,258 CARY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 527,258 shares
Change vs previous 13F +527,258 shares
0.45% of the 13F portfolio, value $10,956,421.
13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OneAscent Financial Services LLC: 417,876 shares
- OneAscent Wealth Management LLC: 109,382 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -39,685 shares
13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 39,685 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $824,000.
13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).