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Disclosery

OneAscent Financial Services LLC: COP position timeline

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

OneAscent Financial Services LLC held 10,913 COP 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 10,913 shares
    Change vs previous 13F +51 shares

    0.04% of the 13F portfolio, value $1,134,395.

    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: 6,065 shares
    • OneAscent Wealth Management LLC: 2,397 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 2,451 shares

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

  2. period ended2026-03-31
    13F 10,862 shares
    Change vs previous 13F +3,748 shares

    0.06% of the 13F portfolio, value $1,433,819.

    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: 6,178 shares
    • OneAscent Wealth Management LLC: 2,415 shares
    • OneAscent Investment Solutions LLC: 2,269 shares

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

  3. period ended2025-12-31
    13F 7,114 shares
    Change vs previous 13F +609 shares

    0.05% of the 13F portfolio, value $665,933.

    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: 4,723 shares
    • OneAscent Wealth Management LLC: 2,391 shares

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

  4. period ended2025-09-30
    13F/A 6,505 shares
    Change vs previous 13F -4,538 shares

    0.06% of the 13F portfolio, value $615,355.

    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: 3,922 shares
    • OneAscent Wealth Management LLC: 2,583 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

  5. period ended2025-06-30
    13F 11,043 shares
    Change vs previous 13F +1,380 shares

    0.06% of the 13F portfolio, value $993,000.

    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: 5,120 shares
    • OneAscent Wealth Management LLC: 2,613 shares
    • OneAscent Investment Solutions LLC: 3,310 shares

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

  6. period ended2025-03-31
    13F 9,663 shares
    Change vs previous 13F +3,680 shares

    0.05% of the 13F portfolio, value $1,016,000.

    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: 5,116 shares
    • OneAscent Wealth Management LLC: 2,636 shares
    • OneAscent Investment Solutions LLC: 1,911 shares

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

  7. period ended2024-12-31
    13F 5,983 shares
    Change vs previous 13F +78 shares

    0.04% of the 13F portfolio, value $593,000.

    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: 3,126 shares
    • OneAscent Wealth Management LLC: 2,857 shares

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

  8. period ended2024-09-30
    13F 5,905 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $622,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,211 shares
    • OneAscent Wealth Management LLC: 3,694 shares

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