Skip to content
Disclosery

OneAscent Financial Services LLC: EQT position timeline

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

OneAscent Financial Services LLC held 0 EQT 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 -4,538 shares

    13F-HR 0001974438-26-000004 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,538 shares
    Change vs previous 13F -80 shares

    0.29% of the 13F portfolio, value $288,798.

    13F-HR 0001974438-26-000003 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).

  3. period ended2025-12-31
    13F 4,618 shares
    Change vs previous 13F -5,000 shares

    0.26% of the 13F portfolio, value $247,525.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 4,618 shares

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

  4. period ended2025-09-30
    13F 9,618 shares
    Change vs previous 13F -1,025 shares

    0.13% of the 13F portfolio, value $523,508.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 3,740 shares
    • OneAscent Investment Solutions LLC: 5,878 shares

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

  5. period ended2025-06-30
    13F 10,643 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $621,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 3,630 shares
    • OneAscent Investment Solutions LLC: 7,013 shares

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