OneAscent Financial Services LLC: EGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on EGP, newest first. How the timeline and the estimate are built.
OneAscent Financial Services LLC held 5,085 EGP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 5,085 sharesChange vs previous 13F -733 shares
0.16% of the 13F portfolio, value $1,029,865.
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 Wealth Management LLC: 1,301 shares
- OneAscent Investment Solutions LLC: 2,242 shares
- OneAscent Family Office, LLC: 1,542 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,818 sharesChange vs previous 13F -1,784 shares
0.05% of the 13F portfolio, value $1,076,835.
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: 1,466 shares
- OneAscent Wealth Management LLC: 1,361 shares
- OneAscent Investment Solutions LLC: 2,991 shares
- OneAscent Family Office, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,602 sharesChange vs previous 13F +1,138 shares
0.08% of the 13F portfolio, value $1,354,262.
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: 1,418 shares
- OneAscent Wealth Management LLC: 1,765 shares
- OneAscent Investment Solutions LLC: 3,068 shares
- OneAscent Family Office, LLC: 1,351 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 6,464 sharesChange vs previous 13F -2,243 shares
0.21% of the 13F portfolio, value $1,094,097.
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: 0 shares
- OneAscent Wealth Management LLC: 1,910 shares
- OneAscent Investment Solutions LLC: 3,068 shares
- OneAscent Family Office, LLC: 1,486 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,707 sharesChange vs previous 13F -1,281 shares
0.08% of the 13F portfolio, value $1,457,000.
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: 1,818 shares
- OneAscent Wealth Management LLC: 1,880 shares
- OneAscent Investment Solutions LLC: 3,506 shares
- OneAscent Family Office, LLC: 1,503 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,988 sharesChange vs previous 13F +5,914 shares
0.1% of the 13F portfolio, value $1,763,000.
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: 4,298 shares
- OneAscent Wealth Management LLC: 1,747 shares
- OneAscent Investment Solutions LLC: 3,943 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,074 sharesChange vs previous 13F +1,954 shares
0.05% of the 13F portfolio, value $654,000.
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: 2,431 shares
- OneAscent Wealth Management LLC: 1,643 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,120 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $399,000.
13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).