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Disclosery

OneAscent Financial Services LLC: CFA position timeline

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

OneAscent Financial Services LLC held 3,303 CFA 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 3,303 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $326,335.

    13F-HR 0002055812-26-000003 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).

  2. period ended2026-03-31
    13F 3,303 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $302,155.

    13F-HR 0002055812-26-000002 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).

  3. period ended2025-12-31
    13F 3,303 shares
    Change vs previous 13F -1,065 shares

    0.2% of the 13F portfolio, value $300,604.

    13F-HR 0002055812-26-000001 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).

  4. period ended2025-09-30
    13F 4,368 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $397,402.

    13F-HR 0002055812-25-000005 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).

  5. period ended2025-06-30
    13F 4,368 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $384,000.

    13F-HR 0002055812-25-000004 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).

  6. period ended2025-03-31
    13F 4,368 shares
    Change vs previous 13F -1,242 shares

    0.34% of the 13F portfolio, value $369,000.

    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 5,610 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $476,000.

    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).