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Disclosery

OneAscent Financial Services LLC: DE position timeline

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

OneAscent Financial Services LLC held 3,594 DE 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 3,594 shares
    Change vs previous 13F +475 shares

    0.1% of the 13F portfolio, value $2,279,555.

    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: 3,120 shares
    • OneAscent Family Office, LLC: 474 shares

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

  2. period ended2026-03-31
    13F 3,119 shares
    Change vs previous 13F +3,119 shares

    0.1% of the 13F portfolio, value $1,756,741.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -2,995 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 2,995 shares
    Change vs previous 13F -2,981 shares

    0.11% of the 13F portfolio, value $1,523,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,976 shares
    Change vs previous 13F +1,923 shares

    0.19% of the 13F portfolio, value $2,858,000.

    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: 5,976 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  6. period ended2024-12-31
    13F 4,053 shares
    Change vs previous 13F -13 shares

    0.12% of the 13F portfolio, value $1,717,000.

    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: 3,576 shares
    • OneAscent Wealth Management LLC: 477 shares

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

  7. period ended2024-09-30
    13F 4,066 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,697,000.

    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: 3,537 shares
    • OneAscent Wealth Management LLC: 529 shares

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