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OneAscent Financial Services LLC: DTM position timeline

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

OneAscent Financial Services LLC held 2,159 DTM 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 2,159 shares
    Change vs previous 13F -2,064 shares

    0.3% of the 13F portfolio, value $316,812.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Investment Solutions LLC: 2,159 shares

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

  2. period ended2026-03-31
    13F 4,223 shares
    Change vs previous 13F +1,944 shares

    0.03% of the 13F portfolio, value $568,716.

    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: 1,758 shares
    • OneAscent Investment Solutions LLC: 2,465 shares

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

  3. period ended2025-12-31
    13F 2,279 shares
    Change vs previous 13F -4 shares

    0.29% of the 13F portfolio, value $272,751.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions 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 2,283 shares
    Change vs previous 13F -333 shares

    0.27% of the 13F portfolio, value $258,116.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions 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 2,616 shares
    Change vs previous 13F -46 shares

    0.31% of the 13F portfolio, value $288,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions 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 2,662 shares
    Change vs previous 13F +648 shares

    0.31% of the 13F portfolio, value $257,000.

    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: 0 shares
    • OneAscent Investment Solutions LLC: 2,662 shares

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

  7. period ended2024-12-31
    13F 2,014 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,000.

    13F-HR 0001780985-25-000001 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).