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OneAscent Financial Services LLC: CRM position timeline

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

OneAscent Financial Services LLC held 3,709 CRM 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 3,709 shares
    Change vs previous 13F -2,714 shares

    0.03% of the 13F portfolio, value $581,093.

    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: 2,124 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 1,585 shares

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

  2. period ended2026-03-31
    13F 6,423 shares
    Change vs previous 13F +276 shares

    0.05% of the 13F portfolio, value $1,199,038.

    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: 2,712 shares
    • OneAscent Wealth Management LLC: 1,166 shares
    • OneAscent Investment Solutions LLC: 1,198 shares
    • OneAscent Family Office, LLC: 1,347 shares

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

  3. period ended2025-12-31
    13F 6,147 shares
    Change vs previous 13F +1,581 shares

    0.1% of the 13F portfolio, value $1,628,400.

    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: 2,433 shares
    • OneAscent Wealth Management LLC: 1,180 shares
    • OneAscent Investment Solutions LLC: 1,239 shares
    • OneAscent Family Office, LLC: 1,295 shares

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

  4. period ended2025-09-30
    13F/A 4,566 shares
    Change vs previous 13F -3,067 shares

    0.09% of the 13F portfolio, value $1,082,211.

    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: 2,127 shares
    • OneAscent Wealth Management LLC: 1,200 shares
    • OneAscent Investment Solutions LLC: 1,239 shares
    • OneAscent Family Office, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 7,633 shares
    Change vs previous 13F -140 shares

    0.11% of the 13F portfolio, value $2,082,000.

    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: 3,193 shares
    • OneAscent Wealth Management LLC: 1,781 shares
    • OneAscent Investment Solutions LLC: 1,854 shares
    • OneAscent Family Office, LLC: 805 shares

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

  6. period ended2025-03-31
    13F 7,773 shares
    Change vs previous 13F +3,480 shares

    0.11% of the 13F portfolio, value $2,088,000.

    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: 3,507 shares
    • OneAscent Wealth Management LLC: 1,611 shares
    • OneAscent Investment Solutions LLC: 1,834 shares
    • OneAscent Family Office, LLC: 821 shares

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

  7. period ended2024-12-31
    13F 4,293 shares
    Change vs previous 13F +1,701 shares

    0.1% of the 13F portfolio, value $1,435,000.

    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: 3,073 shares
    • OneAscent Wealth Management LLC: 1,220 shares

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

  8. period ended2024-09-30
    13F 2,592 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $711,000.

    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: 1,459 shares
    • OneAscent Wealth Management LLC: 1,133 shares

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