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OneAscent Financial Services LLC: G position timeline

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

OneAscent Financial Services LLC held 20,678 G 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 20,678 shares
    Change vs previous 13F -19,871 shares

    0.03% of the 13F portfolio, value $568,640.

    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: 11,436 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 9,242 shares
    • OneAscent Family Office, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 40,549 shares
    Change vs previous 13F +7,480 shares

    0.06% of the 13F portfolio, value $1,510,443.

    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: 13,641 shares
    • OneAscent Wealth Management LLC: 8,160 shares
    • OneAscent Investment Solutions LLC: 12,738 shares
    • OneAscent Family Office, LLC: 6,010 shares

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

  3. period ended2025-12-31
    13F 33,069 shares
    Change vs previous 13F +2,059 shares

    0.1% of the 13F portfolio, value $1,546,969.

    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: 10,852 shares
    • OneAscent Wealth Management LLC: 8,456 shares
    • OneAscent Investment Solutions LLC: 7,770 shares
    • OneAscent Family Office, LLC: 5,991 shares

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

  4. period ended2025-09-30
    13F/A 31,010 shares
    Change vs previous 13F -1,884 shares

    0.1% of the 13F portfolio, value $1,299,009.

    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: 8,766 shares
    • OneAscent Wealth Management LLC: 8,771 shares
    • OneAscent Investment Solutions LLC: 7,770 shares
    • OneAscent Family Office, LLC: 5,703 shares

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

  5. period ended2025-06-30
    13F 32,894 shares
    Change vs previous 13F -1,269 shares

    0.08% of the 13F portfolio, value $1,452,000.

    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: 10,733 shares
    • OneAscent Wealth Management LLC: 8,976 shares
    • OneAscent Investment Solutions LLC: 7,490 shares
    • OneAscent Family Office, LLC: 5,695 shares

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

  6. period ended2025-03-31
    13F 34,163 shares
    Change vs previous 13F +6,834 shares

    0.09% of the 13F portfolio, value $1,723,000.

    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: 12,282 shares
    • OneAscent Wealth Management LLC: 8,453 shares
    • OneAscent Investment Solutions LLC: 7,498 shares
    • OneAscent Family Office, LLC: 5,930 shares

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

  7. period ended2024-12-31
    13F 27,329 shares
    Change vs previous 13F +10,829 shares

    0.08% of the 13F portfolio, value $1,174,000.

    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: 13,085 shares
    • OneAscent Wealth Management LLC: 8,380 shares
    • OneAscent Family Office, LLC: 5,864 shares

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

  8. period ended2024-09-30
    13F 16,500 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $647,000.

    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: 8,559 shares
    • OneAscent Wealth Management LLC: 7,941 shares

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