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OneAscent Financial Services LLC: F position timeline

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

OneAscent Financial Services LLC held 114,223 F 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 114,223 shares
    Change vs previous 13F -3,205 shares

    0.06% of the 13F portfolio, value $1,587,700.

    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: 59,367 shares
    • OneAscent Wealth Management LLC: 18,028 shares
    • OneAscent Investment Solutions LLC: 15,467 shares
    • OneAscent Family Office, LLC: 21,361 shares

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

  2. period ended2026-03-31
    13F 117,428 shares
    Change vs previous 13F +24,916 shares

    0.06% of the 13F portfolio, value $1,355,129.

    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: 60,789 shares
    • OneAscent Wealth Management LLC: 17,890 shares
    • OneAscent Investment Solutions LLC: 21,134 shares
    • OneAscent Family Office, LLC: 17,615 shares

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

  3. period ended2025-12-31
    13F 92,512 shares
    Change vs previous 13F +4,507 shares

    0.07% of the 13F portfolio, value $1,213,762.

    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: 32,692 shares
    • OneAscent Wealth Management LLC: 28,193 shares
    • OneAscent Investment Solutions LLC: 14,504 shares
    • OneAscent Family Office, LLC: 17,123 shares

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

  4. period ended2025-09-30
    13F/A 88,005 shares
    Change vs previous 13F -35,667 shares

    0.08% of the 13F portfolio, value $1,052,534.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 27,166 shares
    • OneAscent Wealth Management LLC: 28,836 shares
    • OneAscent Investment Solutions LLC: 16,665 shares
    • OneAscent Family Office, LLC: 15,338 shares

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

  5. period ended2025-06-30
    13F 123,672 shares
    Change vs previous 13F -70,385 shares

    0.07% of the 13F portfolio, value $1,361,000.

    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: 61,949 shares
    • OneAscent Wealth Management LLC: 29,397 shares
    • OneAscent Investment Solutions LLC: 16,717 shares
    • OneAscent Family Office, LLC: 15,609 shares

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

  6. period ended2025-03-31
    13F 194,057 shares
    Change vs previous 13F +90,531 shares

    0.1% of the 13F portfolio, value $1,940,000.

    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: 122,748 shares
    • OneAscent Wealth Management LLC: 28,998 shares
    • OneAscent Investment Solutions LLC: 13,469 shares
    • OneAscent Family Office, LLC: 28,842 shares

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

  7. period ended2024-12-31
    13F 103,526 shares
    Change vs previous 13F +25,922 shares

    0.07% of the 13F portfolio, value $1,026,000.

    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: 59,260 shares
    • OneAscent Wealth Management LLC: 30,266 shares
    • OneAscent Family Office, LLC: 14,000 shares

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

  8. period ended2024-09-30
    13F 77,604 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $820,000.

    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: 51,605 shares
    • OneAscent Wealth Management LLC: 25,999 shares

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