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Disclosery

OneAscent Financial Services LLC: ESI position timeline

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

OneAscent Financial Services LLC held 31,554 ESI 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 31,554 shares
    Change vs previous 13F -7,831 shares

    0.06% of the 13F portfolio, value $1,506,694.

    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: 6,557 shares
    • OneAscent Wealth Management LLC: 6,464 shares
    • OneAscent Investment Solutions LLC: 13,011 shares
    • OneAscent Family Office, LLC: 5,522 shares

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

  2. period ended2026-03-31
    13F 39,385 shares
    Change vs previous 13F +12,920 shares

    0.06% of the 13F portfolio, value $1,344,601.

    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: 9,329 shares
    • OneAscent Wealth Management LLC: 6,649 shares
    • OneAscent Investment Solutions LLC: 17,544 shares
    • OneAscent Family Office, LLC: 5,863 shares

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

  3. period ended2025-12-31
    13F 26,465 shares
    Change vs previous 13F -9,655 shares

    0.17% of the 13F portfolio, value $661,360.

    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: 8,670 shares
    • OneAscent Investment Solutions LLC: 17,795 shares
    • OneAscent Family Office, LLC: 0 shares

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

  4. period ended2025-09-30
    13F/A 36,120 shares
    Change vs previous 13F -1,978 shares

    0.18% of the 13F portfolio, value $909,140.

    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: 9,172 shares
    • OneAscent Investment Solutions LLC: 18,790 shares
    • OneAscent Family Office, LLC: 8,158 shares

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

  5. period ended2025-06-30
    13F 38,098 shares
    Change vs previous 13F +6,950 shares

    0.05% of the 13F portfolio, value $866,000.

    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: 10,093 shares
    • OneAscent Wealth Management LLC: 8,926 shares
    • OneAscent Investment Solutions LLC: 19,079 shares

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

  6. period ended2025-03-31
    13F 31,148 shares
    Change vs previous 13F +19,661 shares

    0.04% of the 13F portfolio, value $704,000.

    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: 10,948 shares
    • OneAscent Investment Solutions LLC: 20,200 shares

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

  7. period ended2024-12-31
    13F 11,487 shares
    Change vs previous 13F -8,846 shares

    0.02% of the 13F portfolio, value $292,000.

    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: 11,487 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 20,333 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $552,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 11,460 shares
    • OneAscent Wealth Management LLC: 8,873 shares

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