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OneAscent Financial Services LLC: CI position timeline

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

OneAscent Financial Services LLC held 5,118 CI 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 5,118 shares
    Change vs previous 13F -961 shares

    0.05% of the 13F portfolio, value $1,411,067.

    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: 1,957 shares
    • OneAscent Wealth Management LLC: 1,022 shares
    • OneAscent Investment Solutions LLC: 1,277 shares
    • OneAscent Family Office, LLC: 862 shares

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

  2. period ended2026-03-31
    13F 6,079 shares
    Change vs previous 13F +107 shares

    0.07% of the 13F portfolio, value $1,621,623.

    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: 2,215 shares
    • OneAscent Wealth Management LLC: 1,039 shares
    • OneAscent Investment Solutions LLC: 1,183 shares
    • OneAscent Family Office, LLC: 1,642 shares

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

  3. period ended2025-12-31
    13F 5,972 shares
    Change vs previous 13F +131 shares

    0.1% of the 13F portfolio, value $1,643,663.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,313 shares
    • OneAscent Wealth Management LLC: 1,050 shares
    • OneAscent Investment Solutions LLC: 1,050 shares
    • OneAscent Family Office, LLC: 2,559 shares

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

  4. period ended2025-09-30
    13F/A 5,841 shares
    Change vs previous 13F +1,142 shares

    0.13% of the 13F portfolio, value $1,683,753.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,145 shares
    • OneAscent Wealth Management LLC: 1,102 shares
    • OneAscent Investment Solutions LLC: 1,063 shares
    • OneAscent Family Office, LLC: 2,531 shares

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

  5. period ended2025-06-30
    13F 4,699 shares
    Change vs previous 13F -3,109 shares

    0.08% of the 13F portfolio, value $1,556,000.

    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: 1,511 shares
    • OneAscent Wealth Management LLC: 1,096 shares
    • OneAscent Investment Solutions LLC: 1,034 shares
    • OneAscent Family Office, LLC: 1,058 shares

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

  6. period ended2025-03-31
    13F 7,808 shares
    Change vs previous 13F +4,011 shares

    0.13% of the 13F portfolio, value $2,571,000.

    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: 3,712 shares
    • OneAscent Wealth Management LLC: 1,049 shares
    • OneAscent Investment Solutions LLC: 1,033 shares
    • OneAscent Family Office, LLC: 2,014 shares

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

  7. period ended2024-12-31
    13F 3,797 shares
    Change vs previous 13F +1,451 shares

    0.07% of the 13F portfolio, value $1,049,000.

    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: 1,832 shares
    • OneAscent Wealth Management LLC: 996 shares
    • OneAscent Family Office, LLC: 969 shares

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

  8. period ended2024-09-30
    13F 2,346 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $812,000.

    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: 1,312 shares
    • OneAscent Wealth Management LLC: 1,034 shares

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