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Disclosery

OneAscent Financial Services LLC: HEFA position timeline

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

OneAscent Financial Services LLC held 24,485 HEFA 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 24,485 shares
    Change vs previous 13F +1,378 shares

    0.22% of the 13F portfolio, value $1,148,958.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 19,451 shares
    • OneAscent Family Office, LLC: 5,034 shares

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

  2. period ended2026-03-31
    13F 23,107 shares
    Change vs previous 13F +7,441 shares

    0.22% of the 13F portfolio, value $981,932.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 18,228 shares
    • OneAscent Family Office, LLC: 4,879 shares

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

  3. period ended2025-12-31
    13F 15,666 shares
    Change vs previous 13F -2,735 shares

    0.22% of the 13F portfolio, value $647,946.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,401 shares
    Change vs previous 13F -1,612 shares

    0.24% of the 13F portfolio, value $728,864.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,013 shares
    Change vs previous 13F -6,248 shares

    0.28% of the 13F portfolio, value $760,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,261 shares
    Change vs previous 13F +12,608 shares

    0.41% of the 13F portfolio, value $953,000.

    13F-HR 0001844707-25-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,653 shares
    Change vs previous 13F +3,179 shares

    0.2% of the 13F portfolio, value $474,000.

    13F-HR 0001844707-25-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,474 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $371,000.

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

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