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Disclosery

OneAscent Financial Services LLC: DHR position timeline

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

OneAscent Financial Services LLC held 0 DHR 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 0 shares
    Change vs previous 13F -1,118 shares

    13F-HR 0001780985-26-000003 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.

  2. period ended2026-03-31
    13F 1,118 shares
    Change vs previous 13F -838 shares

    0.01% of the 13F portfolio, value $211,823.

    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: 1,118 shares
    • OneAscent Family Office, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 1,956 shares
    Change vs previous 13F -171 shares

    0.04% of the 13F portfolio, value $447,741.

    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: 1,069 shares
    • OneAscent Family Office, LLC: 887 shares

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

  4. period ended2025-09-30
    13F/A 2,127 shares
    Change vs previous 13F -746 shares

    0.04% of the 13F portfolio, value $421,750.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,013 shares
    • OneAscent Family Office, LLC: 1,114 shares

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

  5. period ended2025-06-30
    13F 2,873 shares
    Change vs previous 13F -2,931 shares

    0.04% of the 13F portfolio, value $568,000.

    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: 1,609 shares
    • OneAscent Family Office, LLC: 1,264 shares

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

  6. period ended2025-03-31
    13F 5,804 shares
    Change vs previous 13F +3,567 shares

    0.07% of the 13F portfolio, value $1,188,000.

    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: 3,350 shares
    • OneAscent Family Office, LLC: 2,454 shares

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

  7. period ended2024-12-31
    13F 2,237 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $513,000.

    13F-HR 0002055812-25-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,095 shares
    • OneAscent Family Office, LLC: 1,142 shares

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