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OneAscent Financial Services LLC: IEFA position timeline

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

OneAscent Financial Services LLC held 22,487 IEFA 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 22,487 shares
    Change vs previous 13F -1,406 shares

    0.09% of the 13F portfolio, value $2,171,797.

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

    • OneAscent Financial Services LLC: 4,600 shares
    • OneAscent Family Office, LLC: 17,887 shares

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

  2. period ended2026-03-31
    13F 23,893 shares
    Change vs previous 13F +765 shares

    0.11% of the 13F portfolio, value $2,163,023.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 6,917 shares
    • OneAscent Family Office, LLC: 16,976 shares

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

  3. period ended2025-12-31
    13F 23,128 shares
    Change vs previous 13F +4,087 shares

    0.17% of the 13F portfolio, value $2,069,061.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 6,705 shares
    • OneAscent Family Office, LLC: 16,423 shares

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

  4. period ended2025-09-30
    13F/A 19,041 shares
    Change vs previous 13F -2,539 shares

    0.18% of the 13F portfolio, value $1,662,469.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,695 shares
    • OneAscent Family Office, LLC: 16,346 shares

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

  5. period ended2025-06-30
    13F 21,580 shares
    Change vs previous 13F +5,147 shares

    0.12% of the 13F portfolio, value $1,801,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,450 shares
    • OneAscent Family Office, LLC: 17,130 shares

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

  6. period ended2025-03-31
    13F 16,433 shares
    Change vs previous 13F -258 shares

    0.08% of the 13F portfolio, value $1,245,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,864 shares
    • OneAscent Family Office, LLC: 12,569 shares

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

  7. period ended2024-12-31
    13F 16,691 shares
    Change vs previous 13F +5,460 shares

    0.1% of the 13F portfolio, value $1,173,000.

    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: 16,691 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 11,231 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $877,000.

    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: 11,231 shares

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