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Disclosery

OneAscent Financial Services LLC: IBD position timeline

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

OneAscent Financial Services LLC held 696,818 IBD 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 696,818 shares
    Change vs previous 13F -448,796 shares

    0.75% of the 13F portfolio, value $16,563,358.

    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: 548,881 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 147,937 shares
    • OneAscent Family Office, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 1,145,614 shares
    Change vs previous 13F +27,878 shares

    1.14% of the 13F portfolio, value $27,330,918.

    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: 663,927 shares
    • OneAscent Wealth Management LLC: 292,461 shares
    • OneAscent Investment Solutions LLC: 154,153 shares
    • OneAscent Family Office, LLC: 35,073 shares

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

  3. period ended2025-12-31
    13F 1,117,736 shares
    Change vs previous 13F +74,990 shares

    1.66% of the 13F portfolio, value $27,049,219.

    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: 638,917 shares
    • OneAscent Wealth Management LLC: 291,119 shares
    • OneAscent Investment Solutions LLC: 153,954 shares
    • OneAscent Family Office, LLC: 33,746 shares

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

  4. period ended2025-09-30
    13F/A 1,042,746 shares
    Change vs previous 13F +250,038 shares

    1.89% of the 13F portfolio, value $25,182,308.

    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: 577,358 shares
    • OneAscent Wealth Management LLC: 290,546 shares
    • OneAscent Investment Solutions LLC: 148,564 shares
    • OneAscent Family Office, LLC: 26,278 shares

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

  5. period ended2025-06-30
    13F 792,708 shares
    Change vs previous 13F -147,801 shares

    1.02% of the 13F portfolio, value $19,034,000.

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

    • OneAscent Financial Services LLC: 305,387 shares
    • OneAscent Wealth Management LLC: 316,159 shares
    • OneAscent Investment Solutions LLC: 139,357 shares
    • OneAscent Family Office, LLC: 31,805 shares

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

  6. period ended2025-03-31
    13F 940,509 shares
    Change vs previous 13F +91,747 shares

    1.14% of the 13F portfolio, value $22,339,000.

    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: 441,956 shares
    • OneAscent Wealth Management LLC: 319,564 shares
    • OneAscent Investment Solutions LLC: 143,713 shares
    • OneAscent Family Office, LLC: 35,276 shares

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

  7. period ended2024-12-31
    13F 848,762 shares
    Change vs previous 13F +210,451 shares

    1.35% of the 13F portfolio, value $19,895,000.

    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: 474,566 shares
    • OneAscent Wealth Management LLC: 338,642 shares
    • OneAscent Family Office, LLC: 35,554 shares

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

  8. period ended2024-09-30
    13F 638,311 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $15,430,000.

    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: 638,311 shares

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