Skip to content
Disclosery

OneAscent Financial Services LLC: DFAC position timeline

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

OneAscent Financial Services LLC held 24,896 DFAC 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 24,896 shares
    Change vs previous 13F -22,890 shares

    0.05% of the 13F portfolio, value $1,104,365.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,983 shares
    • OneAscent Family Office, LLC: 19,913 shares

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

  2. period ended2026-03-31
    13F 47,786 shares
    Change vs previous 13F -38,892 shares

    1.3% of the 13F portfolio, value $1,856,982.

    13F-HR 0002055812-26-000002 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).

  3. period ended2025-12-31
    13F 86,678 shares
    Change vs previous 13F +199 shares

    2.33% of the 13F portfolio, value $3,431,601.

    13F-HR 0002055812-26-000001 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).

  4. period ended2025-09-30
    13F 86,479 shares
    Change vs previous 13F 0 shares

    2.71% of the 13F portfolio, value $3,335,495.

    13F-HR 0002055812-25-000005 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).

  5. period ended2025-06-30
    13F 86,479 shares
    Change vs previous 13F 0 shares

    2.93% of the 13F portfolio, value $3,099,000.

    13F-HR 0002055812-25-000004 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).

  6. period ended2025-03-31
    13F 86,479 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $2,862,000.

    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).