Skip to content
Disclosery

OneAscent Financial Services LLC: CMI position timeline

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

OneAscent Financial Services LLC held 3,450 CMI 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 3,450 shares
    Change vs previous 13F -739 shares

    0.09% of the 13F portfolio, value $2,460,914.

    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: 2,501 shares
    • OneAscent Wealth Management LLC: 432 shares
    • OneAscent Family Office, LLC: 517 shares

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

  2. period ended2026-03-31
    13F 4,189 shares
    Change vs previous 13F -560 shares

    0.1% of the 13F portfolio, value $2,253,443.

    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: 3,153 shares
    • OneAscent Wealth Management LLC: 473 shares
    • OneAscent Family Office, LLC: 563 shares

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

  3. period ended2025-12-31
    13F 4,749 shares
    Change vs previous 13F +1,087 shares

    0.16% of the 13F portfolio, value $2,424,460.

    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: 3,151 shares
    • OneAscent Wealth Management LLC: 462 shares
    • OneAscent Family Office, LLC: 1,136 shares

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

  4. period ended2025-09-30
    13F/A 3,662 shares
    Change vs previous 13F +386 shares

    0.16% of the 13F portfolio, value $1,546,856.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,626 shares
    • OneAscent Family Office, LLC: 1,036 shares

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

  5. period ended2025-06-30
    13F 3,276 shares
    Change vs previous 13F +1,202 shares

    0.07% of the 13F portfolio, value $1,073,000.

    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: 2,222 shares
    • OneAscent Family Office, LLC: 1,054 shares

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

  6. period ended2025-03-31
    13F 2,074 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $654,000.

    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).