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OneAscent Financial Services LLC: DHI position timeline

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

OneAscent Financial Services LLC held 5,073 DHI 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 5,073 shares
    Change vs previous 13F +195 shares

    0.03% of the 13F portfolio, value $826,355.

    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: 1,891 shares
    • OneAscent Investment Solutions LLC: 1,890 shares
    • OneAscent Family Office, LLC: 1,292 shares

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

  2. period ended2026-03-31
    13F 4,878 shares
    Change vs previous 13F -3,297 shares

    0.03% of the 13F portfolio, value $669,259.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,420 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 2,458 shares
    • OneAscent Family Office, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 8,175 shares
    Change vs previous 13F -93 shares

    0.07% of the 13F portfolio, value $1,177,432.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,312 shares
    • OneAscent Wealth Management LLC: 1,403 shares
    • OneAscent Investment Solutions LLC: 2,570 shares
    • OneAscent Family Office, LLC: 1,890 shares

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

  4. period ended2025-09-30
    13F/A 8,268 shares
    Change vs previous 13F -1,038 shares

    0.11% of the 13F portfolio, value $1,401,302.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,790 shares
    • OneAscent Wealth Management LLC: 1,872 shares
    • OneAscent Investment Solutions LLC: 2,938 shares
    • OneAscent Family Office, LLC: 1,668 shares

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

  5. period ended2025-06-30
    13F 9,306 shares
    Change vs previous 13F +633 shares

    0.06% of the 13F portfolio, value $1,205,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,739 shares
    • OneAscent Wealth Management LLC: 1,767 shares
    • OneAscent Investment Solutions LLC: 3,007 shares
    • OneAscent Family Office, LLC: 1,793 shares

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

  6. period ended2025-03-31
    13F 8,673 shares
    Change vs previous 13F +3,361 shares

    0.06% of the 13F portfolio, value $1,103,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,904 shares
    • OneAscent Wealth Management LLC: 1,783 shares
    • OneAscent Investment Solutions LLC: 3,986 shares

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

  7. period ended2024-12-31
    13F 5,312 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $743,000.

    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: 3,325 shares
    • OneAscent Wealth Management LLC: 1,987 shares

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

  8. period ended2024-09-30
    13F 5,332 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,017,000.

    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: 2,743 shares
    • OneAscent Wealth Management LLC: 2,589 shares

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