Skip to content
Disclosery

OneAscent Financial Services LLC: HDB position timeline

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

OneAscent Financial Services LLC held 23,448 HDB 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 23,448 shares
    Change vs previous 13F -6,806 shares

    0.2% of the 13F portfolio, value $605,662.

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

    • OneAscent Investment Solutions LLC: 9,651 shares
    • OneAscent Family Office, LLC: 13,797 shares

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

  2. period ended2026-03-31
    13F 30,254 shares
    Change vs previous 13F -3,729 shares

    0.75% of the 13F portfolio, value $752,720.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 30,254 shares
    • OneAscent Family Office, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 33,983 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,241,739.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 28,031 shares
    • OneAscent Family Office, LLC: 5,952 shares

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

  4. period ended2025-09-30
    13F 33,983 shares
    Change vs previous 13F +18,312 shares

    0.54% of the 13F portfolio, value $1,160,859.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 28,031 shares
    • OneAscent Family Office, LLC: 5,952 shares

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

  5. period ended2025-06-30
    13F 15,671 shares
    Change vs previous 13F +1,461 shares

    0.6% of the 13F portfolio, value $1,201,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 12,695 shares
    • OneAscent Family Office, LLC: 2,976 shares

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

  6. period ended2025-03-31
    13F 14,210 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $944,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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