Skip to content
Disclosery

OneAscent Financial Services LLC: ELCV position timeline

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

OneAscent Financial Services LLC held 1,346,933 ELCV 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 1,346,933 shares
    Change vs previous 13F +108,963 shares

    1.69% of the 13F portfolio, value $44,273,713.

    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: 1,046,436 shares
    • OneAscent Wealth Management LLC: 274,331 shares
    • OneAscent Family Office, LLC: 26,166 shares

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

  2. period ended2026-03-31
    13F 1,237,970 shares
    Change vs previous 13F -156,024 shares

    1.57% of the 13F portfolio, value $35,901,121.

    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: 968,737 shares
    • OneAscent Wealth Management LLC: 243,321 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 25,912 shares

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

  3. period ended2025-12-31
    13F 1,393,994 shares
    Change vs previous 13F +397,355 shares

    2.27% of the 13F portfolio, value $36,996,633.

    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: 1,071,356 shares
    • OneAscent Wealth Management LLC: 283,517 shares
    • OneAscent Investment Solutions LLC: 8,161 shares
    • OneAscent Family Office, LLC: 30,960 shares

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

  4. period ended2025-09-30
    13F/A 996,639 shares
    Change vs previous 13F -213,265 shares

    2% of the 13F portfolio, value $26,653,003.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 680,403 shares
    • OneAscent Wealth Management LLC: 279,232 shares
    • OneAscent Investment Solutions LLC: 8,061 shares
    • OneAscent Family Office, LLC: 28,943 shares

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

  5. period ended2025-06-30
    13F 1,209,904 shares
    Change vs previous 13F +228,930 shares

    1.64% of the 13F portfolio, value $30,744,000.

    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: 900,997 shares
    • OneAscent Wealth Management LLC: 264,553 shares
    • OneAscent Investment Solutions LLC: 9,195 shares
    • OneAscent Family Office, LLC: 35,159 shares

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

  6. period ended2025-03-31
    13F 980,974 shares
    Change vs previous 13F +177,133 shares

    1.3% of the 13F portfolio, value $24,432,000.

    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: 707,844 shares
    • OneAscent Wealth Management LLC: 239,136 shares
    • OneAscent Family Office, LLC: 33,994 shares

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

  7. period ended2024-12-31
    13F 803,841 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $19,869,000.

    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: 590,756 shares
    • OneAscent Wealth Management LLC: 193,667 shares
    • OneAscent Family Office, LLC: 19,418 shares

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