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OneAscent Financial Services LLC: CL position timeline

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

OneAscent Financial Services LLC held 13,140 CL 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 13,140 shares
    Change vs previous 13F +603 shares

    0.05% of the 13F portfolio, value $1,204,735.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,408 shares
    • OneAscent Wealth Management LLC: 3,558 shares
    • OneAscent Investment Solutions LLC: 5,174 shares

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

  2. period ended2026-03-31
    13F 12,537 shares
    Change vs previous 13F +59 shares

    0.05% of the 13F portfolio, value $1,068,546.

    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: 4,922 shares
    • OneAscent Wealth Management LLC: 3,703 shares
    • OneAscent Investment Solutions LLC: 3,912 shares

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

  3. period ended2025-12-31
    13F 12,478 shares
    Change vs previous 13F -2,656 shares

    0.07% of the 13F portfolio, value $985,993.

    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: 4,649 shares
    • OneAscent Wealth Management LLC: 3,820 shares
    • OneAscent Investment Solutions LLC: 4,009 shares
    • OneAscent Family Office, LLC: 0 shares

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

  4. period ended2025-09-30
    13F/A 15,134 shares
    Change vs previous 13F -878 shares

    0.09% of the 13F portfolio, value $1,209,846.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,798 shares
    • OneAscent Wealth Management LLC: 3,964 shares
    • OneAscent Investment Solutions LLC: 4,009 shares
    • OneAscent Family Office, LLC: 3,363 shares

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

  5. period ended2025-06-30
    13F 16,012 shares
    Change vs previous 13F -7,818 shares

    0.08% of the 13F portfolio, value $1,458,000.

    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: 4,945 shares
    • OneAscent Wealth Management LLC: 4,001 shares
    • OneAscent Investment Solutions LLC: 3,585 shares
    • OneAscent Family Office, LLC: 3,481 shares

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

  6. period ended2025-03-31
    13F 23,830 shares
    Change vs previous 13F +2,302 shares

    0.11% of the 13F portfolio, value $2,233,000.

    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: 10,860 shares
    • OneAscent Wealth Management LLC: 3,792 shares
    • OneAscent Investment Solutions LLC: 3,072 shares
    • OneAscent Family Office, LLC: 6,106 shares

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

  7. period ended2024-12-31
    13F 21,528 shares
    Change vs previous 13F +14,099 shares

    0.13% of the 13F portfolio, value $1,957,000.

    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: 14,829 shares
    • OneAscent Wealth Management LLC: 3,725 shares
    • OneAscent Family Office, LLC: 2,974 shares

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

  8. period ended2024-09-30
    13F 7,429 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $771,000.

    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: 3,853 shares
    • OneAscent Wealth Management LLC: 3,576 shares

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