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OneAscent Financial Services LLC: GILD position timeline

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

OneAscent Financial Services LLC held 13,986 GILD 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 13,986 shares
    Change vs previous 13F +69 shares

    0.06% of the 13F portfolio, value $1,766,942.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,618 shares
    • OneAscent Wealth Management LLC: 2,302 shares
    • OneAscent Investment Solutions LLC: 2,264 shares
    • OneAscent Family Office, LLC: 4,802 shares

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

  2. period ended2026-03-31
    13F 13,917 shares
    Change vs previous 13F +1,241 shares

    0.08% of the 13F portfolio, value $1,939,648.

    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: 4,856 shares
    • OneAscent Wealth Management LLC: 2,192 shares
    • OneAscent Investment Solutions LLC: 2,236 shares
    • OneAscent Family Office, LLC: 4,633 shares

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

  3. period ended2025-12-31
    13F 12,676 shares
    Change vs previous 13F +910 shares

    0.1% of the 13F portfolio, value $1,555,850.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,497 shares
    • OneAscent Wealth Management LLC: 2,275 shares
    • OneAscent Investment Solutions LLC: 2,197 shares
    • OneAscent Family Office, LLC: 4,707 shares

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

  4. period ended2025-09-30
    13F/A 11,766 shares
    Change vs previous 13F -1,920 shares

    0.1% of the 13F portfolio, value $1,306,008.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,795 shares
    • OneAscent Wealth Management LLC: 2,337 shares
    • OneAscent Investment Solutions LLC: 2,369 shares
    • OneAscent Family Office, LLC: 4,265 shares

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

  5. period ended2025-06-30
    13F 13,686 shares
    Change vs previous 13F -8,127 shares

    0.08% of the 13F portfolio, value $1,520,000.

    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: 4,540 shares
    • OneAscent Wealth Management LLC: 2,386 shares
    • OneAscent Investment Solutions LLC: 2,408 shares
    • OneAscent Family Office, LLC: 4,352 shares

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

  6. period ended2025-03-31
    13F 21,813 shares
    Change vs previous 13F +10,037 shares

    0.12% of the 13F portfolio, value $2,440,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 8,776 shares
    • OneAscent Wealth Management LLC: 2,237 shares
    • OneAscent Investment Solutions LLC: 1,816 shares
    • OneAscent Family Office, LLC: 8,984 shares

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

  7. period ended2024-12-31
    13F 11,776 shares
    Change vs previous 13F +6,300 shares

    0.07% of the 13F portfolio, value $1,088,000.

    13F-HR 0002055812-25-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,426 shares
    • OneAscent Wealth Management LLC: 2,237 shares
    • OneAscent Family Office, LLC: 5,113 shares

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

  8. period ended2024-09-30
    13F 5,476 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $459,000.

    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: 3,050 shares
    • OneAscent Wealth Management LLC: 2,426 shares

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