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OneAscent Financial Services LLC: GLD position timeline

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

OneAscent Financial Services LLC held 25,044 GLD 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 25,044 shares
    Change vs previous 13F -864 shares

    0.35% of the 13F portfolio, value $9,225,854.

    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: 21,816 shares
    • OneAscent Wealth Management LLC: 1,760 shares
    • OneAscent Family Office, LLC: 1,468 shares

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

  2. period ended2026-03-31
    13F 25,908 shares
    Change vs previous 13F +2,965 shares

    0.49% of the 13F portfolio, value $11,147,953.

    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: 22,737 shares
    • OneAscent Wealth Management LLC: 1,660 shares
    • OneAscent Family Office, LLC: 1,511 shares

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

  3. period ended2025-12-31
    13F 22,943 shares
    Change vs previous 13F -711 shares

    0.59% of the 13F portfolio, value $9,092,541.

    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: 19,115 shares
    • OneAscent Wealth Management LLC: 2,355 shares
    • OneAscent Family Office, LLC: 1,473 shares

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

  4. period ended2025-09-30
    13F/A 23,654 shares
    Change vs previous 13F -4,915 shares

    0.68% of the 13F portfolio, value $8,408,287.

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

    • OneAscent Financial Services LLC: 19,781 shares
    • OneAscent Wealth Management LLC: 2,358 shares
    • OneAscent Family Office, LLC: 1,515 shares

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

  5. period ended2025-06-30
    13F 28,569 shares
    Change vs previous 13F +11,244 shares

    0.49% of the 13F portfolio, value $8,721,000.

    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: 23,774 shares
    • OneAscent Wealth Management LLC: 2,997 shares
    • OneAscent Family Office, LLC: 1,798 shares

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

  6. period ended2025-03-31
    13F 17,325 shares
    Change vs previous 13F -3,705 shares

    0.27% of the 13F portfolio, value $4,988,000.

    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: 11,498 shares
    • OneAscent Wealth Management LLC: 4,444 shares
    • OneAscent Family Office, LLC: 1,383 shares

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

  7. period ended2024-12-31
    13F 21,030 shares
    Change vs previous 13F +14,923 shares

    0.35% of the 13F portfolio, value $5,092,000.

    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: 13,901 shares
    • OneAscent Wealth Management LLC: 5,376 shares
    • OneAscent Family Office, LLC: 1,753 shares

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

  8. period ended2024-09-30
    13F 6,107 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,484,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 6,107 shares

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