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Disclosery

OneAscent Financial Services LLC: GE position timeline

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

OneAscent Financial Services LLC held 5,777 GE 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 5,777 shares
    Change vs previous 13F +1,852 shares

    0.09% of the 13F portfolio, value $2,159,002.

    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: 3,654 shares
    • OneAscent Investment Solutions LLC: 793 shares
    • OneAscent Family Office, LLC: 1,330 shares

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

  2. period ended2026-03-31
    13F 3,925 shares
    Change vs previous 13F +1,938 shares

    0.06% of the 13F portfolio, value $1,113,720.

    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: 3,036 shares
    • OneAscent Family Office, LLC: 889 shares

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

  3. period ended2025-12-31
    13F 1,987 shares
    Change vs previous 13F +778 shares

    0.05% of the 13F portfolio, value $612,202.

    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: 1,264 shares
    • OneAscent Family Office, LLC: 723 shares

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

  4. period ended2025-09-30
    13F/A 1,209 shares
    Change vs previous 13F -2,110 shares

    0.04% of the 13F portfolio, value $363,802.

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

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

  5. period ended2025-06-30
    13F 3,319 shares
    Change vs previous 13F -2,471 shares

    0.06% of the 13F portfolio, value $837,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,790 shares
    Change vs previous 13F +2,374 shares

    0.08% of the 13F portfolio, value $1,180,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,416 shares
    Change vs previous 13F +105 shares

    0.05% of the 13F portfolio, value $570,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,311 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $625,000.

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

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