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OneAscent Financial Services LLC: IBM position timeline

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

OneAscent Financial Services LLC held 7,407 IBM 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 7,407 shares
    Change vs previous 13F +749 shares

    0.09% of the 13F portfolio, value $2,083,097.

    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: 4,397 shares
    • OneAscent Family Office, LLC: 3,010 shares

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

  2. period ended2026-03-31
    13F 6,658 shares
    Change vs previous 13F +939 shares

    0.08% of the 13F portfolio, value $1,613,652.

    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: 4,576 shares
    • OneAscent Family Office, LLC: 2,082 shares

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

  3. period ended2025-12-31
    13F 5,719 shares
    Change vs previous 13F +754 shares

    0.14% of the 13F portfolio, value $1,693,990.

    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: 3,904 shares
    • OneAscent Family Office, LLC: 1,815 shares

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

  4. period ended2025-09-30
    13F/A 4,965 shares
    Change vs previous 13F -698 shares

    0.15% of the 13F portfolio, value $1,400,815.

    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: 3,691 shares
    • OneAscent Family Office, LLC: 1,274 shares

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

  5. period ended2025-06-30
    13F 5,663 shares
    Change vs previous 13F -5,305 shares

    0.11% of the 13F portfolio, value $1,665,000.

    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: 4,307 shares
    • OneAscent Family Office, LLC: 1,356 shares

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

  6. period ended2025-03-31
    13F 10,968 shares
    Change vs previous 13F +5,223 shares

    0.17% of the 13F portfolio, value $2,732,000.

    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: 8,074 shares
    • OneAscent Family Office, LLC: 2,894 shares

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

  7. period ended2024-12-31
    13F 5,745 shares
    Change vs previous 13F +2,013 shares

    0.1% of the 13F portfolio, value $1,263,000.

    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: 3,991 shares
    • OneAscent Family Office, LLC: 1,754 shares

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

  8. period ended2024-09-30
    13F 3,732 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $825,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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