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OneAscent Financial Services LLC: HD position timeline

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

OneAscent Financial Services LLC held 10,181 HD 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 10,181 shares
    Change vs previous 13F +1,553 shares

    0.13% of the 13F portfolio, value $3,590,942.

    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: 5,826 shares
    • OneAscent Wealth Management LLC: 586 shares
    • OneAscent Investment Solutions LLC: 723 shares
    • OneAscent Family Office, LLC: 3,046 shares

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

  2. period ended2026-03-31
    13F 8,628 shares
    Change vs previous 13F +2,047 shares

    0.14% of the 13F portfolio, value $2,837,862.

    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: 6,178 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 2,450 shares

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

  3. period ended2025-12-31
    13F 6,581 shares
    Change vs previous 13F +845 shares

    0.15% of the 13F portfolio, value $2,264,490.

    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: 3,820 shares
    • OneAscent Wealth Management LLC: 604 shares
    • OneAscent Family Office, LLC: 2,157 shares

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

  4. period ended2025-09-30
    13F/A 5,736 shares
    Change vs previous 13F -3,480 shares

    0.19% of the 13F portfolio, value $2,324,201.

    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: 3,469 shares
    • OneAscent Wealth Management LLC: 689 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 1,578 shares

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

  5. period ended2025-06-30
    13F 9,216 shares
    Change vs previous 13F -7,212 shares

    0.18% of the 13F portfolio, value $3,399,000.

    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: 6,469 shares
    • OneAscent Wealth Management LLC: 589 shares
    • OneAscent Investment Solutions LLC: 594 shares
    • OneAscent Family Office, LLC: 1,564 shares

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

  6. period ended2025-03-31
    13F 16,428 shares
    Change vs previous 13F +8,670 shares

    0.31% of the 13F portfolio, value $6,013,000.

    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: 12,558 shares
    • OneAscent Wealth Management LLC: 566 shares
    • OneAscent Investment Solutions LLC: 546 shares
    • OneAscent Family Office, LLC: 2,758 shares

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

  7. period ended2024-12-31
    13F 7,758 shares
    Change vs previous 13F +3,466 shares

    0.2% of the 13F portfolio, value $3,018,000.

    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: 6,014 shares
    • OneAscent Wealth Management LLC: 626 shares
    • OneAscent Family Office, LLC: 1,118 shares

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

  8. period ended2024-09-30
    13F 4,292 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,739,000.

    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: 3,504 shares
    • OneAscent Wealth Management LLC: 788 shares

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