OneAscent Financial Services LLC: DON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on DON, newest first. How the timeline and the estimate are built.
OneAscent Financial Services LLC held 9,896 DON shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 9,896 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $559,322.
13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingested- OneAscent Wealth Management LLC: 5,230 shares
- OneAscent Family Office, LLC: 4,666 shares
Acceptance time not in the bulk data set (spec ยง4.2).