OneAscent Financial Services LLC: CB position timeline

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

OneAscent Financial Services LLC held 4,864 CB 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 4,864 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $1,657,305.
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: 1,534 shares
- OneAscent Wealth Management LLC: 1,533 shares
- OneAscent Investment Solutions LLC: 905 shares
- OneAscent Family Office, LLC: 892 shares
Acceptance time not in the bulk data set (spec §4.2).