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OneAscent Financial Services LLC: IBIT position timeline

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

OneAscent Financial Services LLC held 57,054 IBIT 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 57,054 shares
    Change vs previous 13F -11,369 shares

    0.07% of the 13F portfolio, value $1,899,326.

    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: 38,114 shares
    • OneAscent Wealth Management LLC: 9,035 shares
    • OneAscent Family Office, LLC: 9,905 shares

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

  2. period ended2026-03-31
    13F 68,423 shares
    Change vs previous 13F +28,027 shares

    0.11% of the 13F portfolio, value $2,628,794.

    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: 54,636 shares
    • OneAscent Wealth Management LLC: 8,382 shares
    • OneAscent Family Office, LLC: 5,405 shares

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

  3. period ended2025-12-31
    13F 40,396 shares
    Change vs previous 13F +17,729 shares

    0.13% of the 13F portfolio, value $2,005,673.

    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: 26,412 shares
    • OneAscent Wealth Management LLC: 8,579 shares
    • OneAscent Family Office, LLC: 5,405 shares

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

  4. period ended2025-09-30
    13F/A 22,667 shares
    Change vs previous 13F -41,744 shares

    0.12% of the 13F portfolio, value $1,473,349.

    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: 9,447 shares
    • OneAscent Wealth Management LLC: 7,815 shares
    • OneAscent Family Office, LLC: 5,405 shares

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

  5. period ended2025-06-30
    13F 64,411 shares
    Change vs previous 13F +6,495 shares

    0.22% of the 13F portfolio, value $3,883,000.

    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: 51,509 shares
    • OneAscent Wealth Management LLC: 7,497 shares
    • OneAscent Family Office, LLC: 5,405 shares

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

  6. period ended2025-03-31
    13F 57,916 shares
    Change vs previous 13F +34,874 shares

    0.17% of the 13F portfolio, value $2,787,000.

    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: 52,511 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 5,405 shares

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

  7. period ended2024-12-31
    13F 23,042 shares
    Change vs previous 13F +16,414 shares

    0.09% of the 13F portfolio, value $1,222,000.

    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: 15,779 shares
    • OneAscent Wealth Management LLC: 7,263 shares

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

  8. period ended2024-09-30
    13F 6,628 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $239,000.

    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: 6,628 shares

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