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OneAscent Financial Services LLC: GM position timeline

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

OneAscent Financial Services LLC held 26,339 GM 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 26,339 shares
    Change vs previous 13F -73 shares

    0.07% of the 13F portfolio, value $2,030,140.

    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: 11,493 shares
    • OneAscent Wealth Management LLC: 5,001 shares
    • OneAscent Investment Solutions LLC: 4,258 shares
    • OneAscent Family Office, LLC: 5,587 shares

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

  2. period ended2026-03-31
    13F 26,412 shares
    Change vs previous 13F +1,146 shares

    0.08% of the 13F portfolio, value $1,967,613.

    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: 11,893 shares
    • OneAscent Wealth Management LLC: 4,873 shares
    • OneAscent Investment Solutions LLC: 5,130 shares
    • OneAscent Family Office, LLC: 4,516 shares

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

  3. period ended2025-12-31
    13F 25,266 shares
    Change vs previous 13F +856 shares

    0.13% of the 13F portfolio, value $2,054,590.

    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: 11,307 shares
    • OneAscent Wealth Management LLC: 4,933 shares
    • OneAscent Investment Solutions LLC: 4,438 shares
    • OneAscent Family Office, LLC: 4,588 shares

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

  4. period ended2025-09-30
    13F/A 24,410 shares
    Change vs previous 13F -2,006 shares

    0.11% of the 13F portfolio, value $1,488,260.

    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: 10,169 shares
    • OneAscent Wealth Management LLC: 5,148 shares
    • OneAscent Investment Solutions LLC: 4,872 shares
    • OneAscent Family Office, LLC: 4,221 shares

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

  5. period ended2025-06-30
    13F 26,416 shares
    Change vs previous 13F +327 shares

    0.07% of the 13F portfolio, value $1,305,000.

    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: 11,834 shares
    • OneAscent Wealth Management LLC: 5,262 shares
    • OneAscent Investment Solutions LLC: 4,940 shares
    • OneAscent Family Office, LLC: 4,380 shares

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

  6. period ended2025-03-31
    13F 26,089 shares
    Change vs previous 13F +4,528 shares

    0.06% of the 13F portfolio, value $1,226,000.

    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: 12,349 shares
    • OneAscent Wealth Management LLC: 4,901 shares
    • OneAscent Investment Solutions LLC: 4,535 shares
    • OneAscent Family Office, LLC: 4,304 shares

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

  7. period ended2024-12-31
    13F 21,561 shares
    Change vs previous 13F +7,051 shares

    0.08% of the 13F portfolio, value $1,148,000.

    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: 11,909 shares
    • OneAscent Wealth Management LLC: 5,037 shares
    • OneAscent Family Office, LLC: 4,615 shares

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

  8. period ended2024-09-30
    13F 14,510 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $651,000.

    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: 9,347 shares
    • OneAscent Wealth Management LLC: 5,163 shares

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